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WELCOME
Our MISSION is to provide friendly, professional services in an easily understood way so that you can build your business with confidence.

Our COMMITMENT is to deliver high-quality advice tailored to your specific business and industry needs.

Our STAFF are experts in the federal, state and local regulations and tax codes.They are dedicated to minimizing your taxes and saving you money.

The investment professional award goes to estate planning attorneys, insurance agents and select others in the financial industry. Eligibility Criteria – Required: 1. Credentialed with appropriate state or industry licensures.
2. Actively employed as a credentialed professional in the financial services industry for a minimum of five years. 3. Favorable regulatory and complaint history review. 4. Accepting new clients. Evaluation Criteria – Considered: 5. One-year client retention rate. 6. Five-year client retention rate. 7. Number of client households served. 8. Recent personal production and performance (industry specific criteria). 9. Education and professional designations/industry and board certifications. 10. Pro Bono and community service work. This year, we honored 15 Detroit-area investment professionals with the Five Star Investment Professional award.