Find a Financial Advisor in Marquette
Find a Financial Advisor in the Upper Peninsula
Our financial advisors in Marquette help individuals, families and business owners pursue their financial goals with highly customized wealth solutions. We create a defined blueprint to help clients identify and find their freedom.
We provide clients with curated financial planning, primarily, throughout the Upper Peninsula, however we have clients throughout the entire country.
We’re active members in our communities, and we understand the unique goals and needs of the people within our community and are proud to serve them.
SOPHISTICATED WEALTH SOLUTIONS IN THE MARQUETTE AREA AND BEYOND.
Comprehensive Financial Planning
Tax Planning
Estate Planning
Resources
A Guide to Maintaining Financial Health & Independence in Retirement
Whether you’re confident in your ability to generate income for another 20, 30 or more years in retirement, or have concerns about how long your income may last, this guide can provide you with a better understanding of how to minimize the financial challenges today’s retirees face regardless of income level, and make the most of this exciting period in your life.
Understanding Wills & Trusts
While it’s easy for people to back-burner estate planning due to busy schedules, or thinking they’ve got plenty of time to get around to it, doing so can result in property and financial assets passing to unintended heirs in unintentional ways.
10 Tax Planning Tips That Could Reduce Your Taxes
Tax planning takes into account the larger picture of your investments, assets, estate strategy and other parts of life to protect your finances over decades – not just hope to do better than last year’s income tax return.
From your personal healthcare and retirement plans to working within changes to the tax code, you’ll find tax planning opportunities that are easy to miss, but could save you thousands.
HOW FAR ARE YOU
From Being Ready for Retirement?
Our Advisors
Primary Service Areas:
Upper Peninsula of Michigan.