Financial Services
Financial planning is the process of meeting your life goals through the proper management of your finances. It includes elements of protection, wealth creation, planning for contingencies and emergencies, as well as planning for specific milestones in life.
- Financial Planning
- Estate Planning
- Wealth Management
- Retirement Planning
- Employee Benefits
- Disability Insurance
- Mortgage Protection
- College Savings
- Long Term Care
GET IN TOUCH!
Contact us today to learn more about insuring your new venture or to review your existing policy.
Open Hours
- Monday-Friday: 8:00am - 5:00pm
- Weekends & Evenings: By Appointment
Licensed in Michigan
Contact
- 409 N Bridge Street
Grand Ledge, MI 48837 - Phone : (517)-627-5800
- Fax : (866)-512-2047
- Email : [email protected]