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4318 Baza Street P.O. Box 559
Leonard, MI 48367
Phone:
  • 248.218.2624
Fax:
  • 248.218.2625

Our Qualifications

We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances.

Learn More

Does My Portfolio Fit Me?

Does My Portfolio Fit Me?

Log in to your Financial Plan

Log in to your Financial Plan

Welcome to our Web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, access to your own personal financial portal, online account information, and virtual meetings.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to achieving your personal financial goals. We have created this web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

We’re here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to your accounts and market informaiton. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.

 

Jeffrey is a proud Board Member of the Oxford Chamber of Commerce.