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Financial Planning for Business Owners & Professionals | Michigan Fee-Based Fiduciary

You started your business for freedom. We help you turn what you’ve built into the wealth that makes it real.

See If We’re a Fit → Learn More →

● Currently Accepting New Clients

Who We Work With

You didn’t build something real
to wonder if you’re doing it right financially.

We work with people who have built something worth protecting — and are ready for a plan that actually reflects that.

Business Owners
You’re profitable and busy. But your business success isn’t automatically becoming personal wealth — and you know it.
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Tradespeople & Contractors
Irregular income, no employer retirement match, equipment costs — your financial plan needs to be built around how your business actually works.
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Professionals & Executives
High income doesn’t automatically mean financial clarity. Doctors, attorneys, engineers, and executives need a plan that connects every piece.
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Plan Sponsors
Sponsoring a 401(k) means carrying fiduciary responsibility. We help you meet it — with investment oversight, fee benchmarking, and participant support.
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The Real Problem

Most business owners have a CPA, an investment account, and a retirement plan.
None of them talk to each other.

You end up with a tax strategy that ignores your retirement plan. A retirement plan that ignores your business structure. And an investment account that ignores all of it.

We fix that. One advisor. One plan. Everything connected.

Tax Planning
Proactive S-Corp analysis, owner compensation structure, and year-round strategy — not just filing season prep.
Retirement Plan Design
Solo 401(k), SEP-IRA, defined benefit — designed to maximize what goes in your pocket, not just check a compliance box.
Investment Management
Evidence-based portfolio management coordinated with your tax picture and business finances — not managed in isolation.
401(k) Plan Advisory
Fiduciary support, investment monitoring, fee benchmarking, and participant education for employers who sponsor retirement plans.
78%
of business owners reinvest most profits back in the business — often at the expense of personal wealth
$1.3M
average retirement savings gap for business owners without a coordinated financial plan
3x
more tax savings when S-Corp elections and retirement plans are structured together correctly
Free Tools

Run the numbers before you call.

Free calculators built for business owners and self-employed professionals. No email required.

S-Corp Calculator
See how much you could save by electing S-Corp status — in under 2 minutes.
Run the calculator
Roth Conversion Analyzer
Find out how much to convert this year to minimize your lifetime tax burden.
Run the calculator
401(k) Plan Analyzer
Compare plan types and see which retirement structure maximizes your contribution and tax advantage.
Run the calculator
Why It Matters

Fee-based. Fiduciary.
Always on your side.

Our fee is transparent, our advice is independent, and our only obligation is to you.

Michigan-based. Serving business owners and professionals nationwide.

Fiduciary Standard
Legally required to act in your best interest at all times.
Transparent Fees
No commissions. No hidden costs. Just clear pricing.
Proactive Planning
Year-round strategy, not just annual prep.
One Advisor
Your full picture, coordinated by one person who knows all of it.

Your business got you here.
Let’s make sure your finances follow.

A free 30-minute call. No pitch, no commitment — just an honest conversation about where you are and what a real plan could look like.

Schedule a Free Call → Run a Calculator

Based in Michigan  ·  Serving clients nationwide

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