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1000 Town Center, 26th Floor, Southfield, MI 48075


Our Mission Statement

We are an organization committed to excellence, professionalism, honesty, integrity, and service for the benefit of our clients.

Our mission is to serve financially affluent clients, whether individuals, corporations, or municipalities with the appropriate investment, retirement, business succession and estate planning. Through our financial planning process we provide investment and insurance products that could enhance our clients' legacy and lives.

Serve First, Last and Always(SM)