Who We Serve

High Income / Net Worth

Streamline your finances with a cohesive strategy that connects your assets, closes risk gaps, and transforms complexity into clarity while uncovering new growth opportunities.

Business Owners

Clarify your direction, legally reduce your tax burden, and create a proactive plan for the future with a dynamic team of advisors who support you in real time throughout your growth journey.

CPA Firms

Retain and attract clients by transforming into a proactive CPA firm with a team of specialized experts, resources, and systems that deliver greater value in meeting evolving client needs.

Tax

Planning

Compliance-friendly proactive tax planning strategies that reduce liabilities and maximize savings.

Risk

Mitigation

Understand your ability to take risks measured against your current assets, creating a layer of asset protection.

Wealth

Management

Build comprehensive wealth plans that go beyond 401(k)s and IRAs and incorporate tax, healthcare, and estate.

Legal

Services

Leverage stand-alone or co-legal services in specialized areas as they relate to your unique needs.

Business

Advisory

Obtain guidance on addressing employee engagement issues or sliding KPI revenue goals.

Useful links

Home

Blog

Contact

30700 Telegraph Rd, Suite 1475, Bingham Farms, MI, 48198

Social