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  • About
    • Who We Are
    • Meet John
    • Meet Matthew
  • Household Services
    • Financial Planning
    • Investment Mangement
  • Business Services
    • Business Continuity & Succession Planning
    • Retirement & Deferred Compensation
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    • Client Account Portal
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Resourcesbowlinef2022-08-15T15:51:43+00:00
  • BusinessFinancial Planning

    Self-Employed? A SEP IRA Could Be One of Your Best Tax Moves

    Self-Employed? A SEP IRA Could Be One of Your Best Tax Moves

    March 5, 2026
  • Financial Planning

    For Those Letting Their HSA Sit in Cash

    I’m just going to say it. If you have thousands of [...]

    Read Article
  • Finance / Financial Planning

    Money Conversations Couples Avoid (and Why They Matter)

    Money is one of the most common sources of stress [...]

    Read Article
  • Finance / Financial Planning

    January 2026 | For Those Who Have a Complicated Relationship With Money

    For those who feel a knot in their stomach when [...]

    Read Article
  • Finance / Financial Planning

    December 2025 – For those who have gone too long ignoring their estate plan

    The holidays have a funny way of sharpening perspective. You [...]

    Read Article
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  • Finance,Financial Planning
    December 2025 – For those who have gone too long ignoring their estate plan

    March 7, 2026

  • Finance,Financial Planning
    November 2025 – For those who find joy in giving

    March 7, 2026

  • Finance,Financial Planning
    October 2025 – For those who have outgrown the DIY stage of investing

    March 7, 2026

20916 Mack Ave, Suite 200, Grosse Pointe Woods, MI 48236

(248) 327-6390

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The information on this website is for informational purposes only and does not constitute a complete description of our investment services or performance. No part of this site nor the links contained therein is a solicitation or offer to sell securities or investment advisory services, except where applicable in States where we are registered, or where an exemption or exclusion from such registration exists. Information throughout this site is obtained from sources which we believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information.
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