Designing Your Life With a Financial Advisor
Wealth Management Services to Help You Plan the Life You Want
Don't Wait – Your Future Starts Now
When you look to the future, what do you see? A dollar amount flashing in front of your eyes or visions of a new home, memorable vacations, or a peaceful retirement? You can’t put a price on these things, so we don’t. Our financial approach starts with your goals. We don’t ask, “How much do you want to save?” We ask, “What do you want to do?”
- Are you thinking of buying a home in the next five years?
- Do you have aging parents?
- Are you getting close to retiring?
- Are you worried about sending your kids to college?
- Are you saving for a vacation home?
Ready to get started?
Minimum investment value $100,000.00
Contact Us
Owosso Office
201 N. Washington St. | Owosso, MI 48867
Phone | Fax
989-725-8131 | 989-723-3840
Our Services Help You Start with What's Important
We provide wealth management services to clients in all stages of life. The work we do supports the life you want to build, not just the life you have. Have you started saving? Are you where you want to be? Do you need to know where to start? We can help.
Our services include:
Our services include:
- Retirement planning
- Investment recommendations
- Account management
- And more
Congratulations Paul Parson, CIMA® Managing Director – Investments
Named among the advisors on the 2022 Forbes Best-in-State Wealth Advisors Ranking. Disclaimer: The Forbes Best-In-State Wealth Advisors ranking algorithm is based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.
Every Generation Should Be Thinking About Retirement
The way we work is changing. For Millennials and Gen X, Social Security, 401(k)s and IRAs aren’t as predictable as they once were. But a secure retirement still requires careful planning...usually long before we assume we need to think about.
As people live longer, saving for retirement becomes more challenging. Don’t put it off! Find out how and why you should be thinking of saving for retirement in our informative resource, “Reimagining Retirement: Generational Strategies for 21st Century Challenges.”
As people live longer, saving for retirement becomes more challenging. Don’t put it off! Find out how and why you should be thinking of saving for retirement in our informative resource, “Reimagining Retirement: Generational Strategies for 21st Century Challenges.”
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