Our Services

Upper Peninsula Financial ProgramsMaking financial decisions shouldn't be taken lightly.  Choosing the appropriate insurance or investment company shouldn't be either.   We have done the research and partnered with quality companies that offer quality products.  There isn't a single product out there that fits the needs for every client. That's why we spend the time to get to know you and your situation so we can choose the appropriate product suitable for your needs.

Once an analysis of your current situation has been reviewed, we will make suitable product recommendations for your current financial situation.  We can help you execute a quality financial program using the following products and services.

While developing a customized financial program for our clients, we will walk you through a step-by-step process that will help you feel confident when making your financial decisions.

 

 
If you're looking for help handling your investments while living in the Upper Peninsula and Northern Michigan then you've come to the right place.  Below is a list of the common accounts we have helped our clients with: 

  • IRA's
  • SIMPLE IRA's
  • SEP's
  • 401 K's
  • 401K Rollovers
  • Single 401k
  • Mutual Funds
  • Variable Annuities
  • Index Annuities
  • Fixed Annuities

 

With the proper use of  tailored products, retirement doesn't have to be a dream it can be reality.

  • Retirement Funding and Accumulation.
  • Retirement Analysis
  • Retirement Income


Estate conservation is very important to ensure the preservation of ones assets.  Some of our services are listed below:

  • Estate Preservation Strategies
  • Estate Conservation Strategies
  • Wealth Transfer
  • Legacy Analysis
  • Charitable Giving


 

 
Life insurance is commonly overlooked and not usually properly identified.  It's one of the most important parts of your financial portfolio.  What if you didn't come home from work today?  Would your family be able to continue life without your income?  We make sure our clients understand the value of life insurance and identify the right product to fit their needs.  How much is enough coverage?  It's an answer that is unique to every client.  We will help identify that need and present an affordable solution.  Below is a list of the common life policies we have put in place to help our clients.

  • Life Insurance
  • Universal Life
  • Term Life
  • Whole Life
  • Variable Life
  • Return of Premium Life Insurance
  • Business Buy Sell Agreements
  • Key Man Life Insurance
  • Group Life Insurance
  • Long Term Care Insurance
  • Disability Insurance