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Charlotte, MI Financial Advisor

Local. Independent. Fiduciary.

Local. Independent. Fiduciary.

Looking for financial advisors who do more than just read from a script and sell you a cookie cutter plan? We are a Michigan-based firm that focuses on the individuals we work with, the communities we live in, and the principle that our clients' success is our success. 

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 Looking for a financial advisor in Greater Lansing? Let's chat!

Everyone's situation is unique. We offer complementary first meetings to learn more about your situation and what we can do to help. If your needs are outside of our scope, we can pass along information of another trusted financial advisor. What do you have to lose?

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Our Office is Located in Downtown Charlotte, MI

Who We Serve

Helping investors from every background

Retirement

Retirement

This is my bread and butter. Being on the doorstep of retirement can be intimidating. Let's see if you're ready!

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Small Business Owners

Small Business Owners

Options abound but which retirement plan is right for business owners?

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Working Professionals

Working Professionals

You've got the income but do you have the discipline and know-how to retire young?

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Do-It-Yourselfers

Do-It-Yourselfers

Have the energy but just need direction?

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As Simple As 1, 2, 3

Beginner Investor Education

Learn the basics

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Financial Independence

Grow an emergency fund. Eliminate high interest debt. Minimize expenses. Grow your income. Invest. Stay the course.

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Early Retirement

What is the finish line?

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STEP

1

Educate Yourself

Use this site as your starting point to arm yourself with the basic tools needed to begin.

STEP

2

Follow the Five Steps to FI

It is simple, I never said it was easy.

STEP

3

Get A Co-Pilot

Life happens. Plans change. Things get complicated. Enlist me as your advisor.

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