About Us

We are headquarterd in Bloomfield Hills, Michigan. We have a group of dedicated consultants focused solely on delivering financial planning services to clients across the country in an effort to assist them in dreaming big, planning well and achieving success in retirement.

Our company was founded with a vision to offer high-quality consulting services to help our clients reach their individual financial goals. We do this by having well defined investment philosophies and investment strategies that meet our clients risk tolerance and individual financial goals. We believe in proactive, ahead of the curve relationships with our clients.

Once a strategy has been determined, we can offer our clients a combination of:

  1. Privately Managed Accounts*
  2. Non-Correlated Assets
  3. Life Insurance
  4. Variable Annuities
  1. Real Estate Trusts (REITS)
  2. Mutual Funds
  3. Fixed Annuities

*: Fee-based investment advisory services offered through Sigma Planning Corporation, a registered investment advisor.