is a State Registered Investment Advisory Firm.  We deal only in Registered Securities held in SIPC insured accounts. Our managed investments achieve superior returns consistent with our investors' tolerance to market risk. 

We're a full service independent general insurance Agency and Registered Investment Advisory Firm.  That means you can find different insurance Companies and financial planning services with us that are not available through other local Agents.  

Welcome to our Financial Services Boutique

We're proud to recommend, write, and service insurance policies from the following fine insurance Companies:

  • Attnue

  • Arrowhead/Falls Lake

  • Conifer

  • CNA

  • Michigan Basic

  • PrimeOne

  • Progressive

  • Safeco

  • Tokio Marine

  • Travelers

  • USLI

  • Western Surety

  • Zurich

Investment Clearing and Custodial Services are provided by TDAmeritrade Investment Advisory Services.  

We also maintain Third Party Investment Management relationships with Orion Portfolio Solutions LLC, whose Custodial Services are provided by TDAmeritrade.

Current on all the latest portfolio management trends and insurance issues, our excellent service to our customers is the reason most of them have been with us for over five years.


We devote time, talent, and expert guidance to help you reach and maintain your risk management goals.  Our customers need insurance to protect their property, accumulated wealth, and their reputation, and so they understand and appreciate the value of careful insurance planning.  Due to the effort involved, temporary insurance purchasers are referred elsewhere.

After a careful review we'll present you with our recommendations.  We'll discuss your options so you'll be better informed about how to protect your property from direct and indirect losses; your estate from liability, disability, and death losses; and how to maximize returns on your assets.  

We employ legal, risk management, and hedging techniques to design insurance and investment programs which meet your unique and measurable objectives.