We are Ann Arbor’s retirement income and wealth perseveration advisory firm. What makes us different? Our first responsibility is to thoroughly understand your life accomplishments, your current goals, values, and retirement dreams. Only after listening to your unique situation, will we offer the financial guidance, judgment and specific recommendations you need to help you achieve and maintain your financial independence and sense of security. We can help you to maximize your retirement income whether from your pension, social security, or investments. We will help to grow, protect and preserve your wealth. Then, when it comes to distributing your assets while you are alive, and after you pass away in your estate plan, we are able provide the tools and guidance to do so in the most tax efficient manner. Our clients are just like you: individuals and families that have worked hard during their lifetime for their money and who appreciate personalized service in the retirement planning and implementation process. Our clients appreciate our income and investment strategies which are based on: • Safety of Principal • Reasonable Rates of Return • Dependable Income Streams • Actively Managed Portfolios • Keeping Things Simple • No Surprises You, like many of our clients, have worked hard for your money. You deserve to feel secure in your retirement years and sleep well at night. Let us work just as hard to protect your financial house. Call our office to learn more about how our company can help you to live your retirement dreams and enjoy life.