Resources

Free Special Report

The 2017 Michigan Business Owners’ Exit Strategy Survey
Succession Planning Insights & Trends among Michigan Business Owners

Risk Analysis

What is your risk number? Assess your risk tolerance with our Free Portfolio Risk Analyzer and be sure your portfolio fits you.

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7 Considerations When Presented an Employee Buyout
Your alternatives and the effects on your long-term financial plan should you accept an employee buyout.

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5 Things To Do To Make Sure Your Employees Are Getting The Retirement Plans They Deserve
Explore the ways to ensure your staff are supported with retirement plans that work for everyone, from the highest-compensated executives to support staff.

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5 Things to Do With a Fixed Income in a Rising Rate Environment
Explore what should be taken into account when investing with fixed income.

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6 Things to Look out for in your Investment Portfolio

Understand the critical factors that affect your investment portfolio.

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Managing Correlations, Volatility, and Returns

How reduced asset correlations enhance investment portfolios.

Long Term Care Calculator

How much will your long-term care be?
Assess your longevity and out-of-pocket care costs and make sure it fits into your financial plan.