View Our Intro Kit
Go Timberwolves! As proud alumni of Northwood University and financial planners with Michigan Financial Companies, we are dedicated to working with each of our clients to meet their individual needs. Together, our goal is to build a successful financial plan that addresses today’s needs, tomorrow’s goals, and helps transfer wealth to your next generation.
As we plan your financial life together, our services will include managing your investment portfolio, planning for education expenses, preparing for a successful retirement, and assessing the proper protection needs for you, your family, and your workplace. We work with alumni at all stages of life and would like to be part of your pack!
We manage many aspects of your financial needs including:
- Navigating pre-retirement priorities while building towards future goals
- Maximizing wealth accumulation while minimizing tax obligations
- Maintaining lifestyle and independence throughout retirement years
- Reducing or eliminating taxes to beneficiaries and heirs
- Eliminating blind spots that may negatively impact a Financial Plan
Schedule Your Discovery Call!
Frequently Asked Questions
Osaic is our Broker-Dealer, essentially our parent company. They handle our online systems, compliance, and other regulatory services.
No question is too big or small. Contact Mike and Connor directly over email or phone. We do our best to get back to our clients within 24-48 hours.
- eMoney – This is where your Financial Plan is kept and where you can view accounts that we manage, as well as your outside accounts linked in your client portal.
- eQuipt – This is where you can view more in depth analysis and information on accounts we manage through NFS (National Financial Services).
Please refer to your Client Website Access Guide for further assistance.
The type of account you have dictates where your money is being held. Money in accounts that are directly managed by Mike and Connor are held at NFS (National Financial Services). For non-NFS accounts, money is held directly with the custodians/carriers we work with.
Your Financial Plan is viewable in your eMoney Client Portal. Please reference your Client Website Access Guide for more information.
Your Financial Plan is a living, breathing document, and will adapt as your life changes. Contact us to discuss what’s new with your situation!
f you have someone who would benefit from a conversation with us, please reach out to us directly. We are happy to discuss our process when contacting a referral.
We are comprehensive financial planners with expertise in many areas including investment portfolio management, life and long-term care insurance, education planning, estate planning, and tax analysis.
We are held to a fiduciary standard with all our clients. We are bound to act in your best interests above anyone else and provide impartial, honest recommendations.
We meet with our clients regularly, but love hearing from them in between our scheduled meetings. Don’t forget that we are always available when questions come up!
Our favorite clients to work with are those ready to listen, learn, and implement strategies which can make a positive impact to their financial picture.
Mike’s favorite dog breed is an American bulldog. He hopes to have one someday. Connor’s favorite dog breed is the goldendoodle. He grew up with one as a kid. Let us know if you got this far on the FAQ sheet and what your favorite dog breed is!
We have a network of contacts we are happy to refer you to including CPA’s, Estate Planning Attorneys, Real Estate Agents and other professionals.
Your information is secure. Whether it is electronic signatures to open an account, your information in eMoney, or any correspondence via email, we use high-level encryption and take our clients’ privacy very seriously.
While Zoom is very convenient for us and for our clients, we do enjoy in-person meetings too. At the end of the day, we are flexible and happy to meet in either fashion.