25801 Harper Avenue
St. Clair Shores,
Commonwealth Advanced Planning Team
Commonwealth Research Team
CFN Insurance Team
Wealth Management Overview
Portfolios & Strategies
Fact vs. Fiction
Client Access Portal
Retirement Accounts: Variable and Fixed Annuities
Retirement Plans: 401(k), 403(b), and 457 Plans
Insurance: Life, Long-Term Care, and Medical
Refer a Friend
Use these six tips to help navigate the mortgage process.
Helping Your Adult Children Without Hurting Your Retirement
Learn to set boundaries around how much financial support you'll provide to your kids.
Avoiding Tax-Related Identity Theft
Learn ways to protect yourself from fraud during tax season.
Calling All Snowbirds: Considerations for Buying a Second Home
Wondering whether to rent or buy a second home? Here are some things to consider.
Financial Planning Tips for Year-End
Here are some tips to help get your financial house in order before the New Year.
6 Best Practices to Protect Your Confidential Information
Learn six information security best practices to keep your personal information safe and secure.
Your 401(k) Is Not an ATM
Here are 6 things to consider before taking a loan from your retirement plan.
Get advice for setting a budget with your college-age child.
What to Do If You're a Victim of Tax Identity Theft
Learn how to deal with a fraudulent tax return filed in your name.
Planning an Affordable Vacation Abroad
Check out these ideas for planning a foreign trip on a budget.
Emergency Funds: Preparing for the Unexpected
Tips for building an emergency fund.
So You Want to Buy a Vacation Home...
As the weather warms up, many people are thinking about summer plans—and possibly dreaming of buying a vacation home.
Spring Cleaning in Your Financial House
Spring is here! Get tips for clearing the cobwebs from your financial house.
What Do Lower Oil Prices Mean for You?
Get a summary of what lower oil prices mean for the average American.
Evaluating a Job Offer: The Financial Perspective
Use our handy guide to help decide if accepting a new job makes financial sense.
Season of Giving
Learn about ways to give back during the holidays and throughout the year.
Year-End Financial Planning
Start 2015 on the right foot with these year-end planning tips.
Winter Preparation Checklist
Get tips for saving time and money as the New Year approaches.
Inheriting Debt from a Family Member
Find out who's responsible for outstanding debts when a family member passes away.
Preparing Your College Student for Financial Responsibility
If you're sending a child off to college, here are some tips to help your student manage his or her finances.
Rental Car Insurance: Are You Covered?
If you're renting a car this summer, reviewing the various insurance options ahead of time can help you keep costs down.
Talking to Your Aging Parents About Their Finances
It's crucial to sit down with your parents to discuss the issues that may arise-before they need your help.
The Budget Traveler: Tips for Booking Your Summer Vacation Online
If a summer getaway is on your agenda, doing some online research is a great way to find deals.
The TV Debate: Should You Cut the Cable Cord?
Does the rising cost of cable have you ready to pull the plug? Before you do, here are some factors to consider.