Are you on track to retire and maintain the same standard of living?
Our tools and holistic approach to retirement planning will give you the facts.
Do you have a plan for your family if something happens to you?
Our wide range of solutions can help you ensure your family is safe no matter what happens.
Is your retirement plan working for your employees?
We can help you design a customized plan to increase employee participation and retention.
Craig W. Bastuba, AIF, CPFA
Retirement Planning Specialist
Greg Spinazze, ChFC, CLU
Our investment process will guide you by designing a diverse portfolio that fulfills your unique individual goals, objectives, and expectations.
We understand the inherent complexity of considerable wealth. Our team strives to provide clarity and ensure that our clients and their family are setup for success.
Our state-of-the-art tools and extensive planning services will be used to keep you on track for a comfortable income in retirement.
Our experience and business relationships allow us to provide a broad range of products including Life, Disability Income, and Long Term Care insurance.
Our team specializes in corporate retirement and executive benefit planning. Through our extensive network we also offer best-in-class group benefits.
Our team of professionals has decades of experience in retirement planning and wealth management along with a robust entrepreneurial spirit. Like most entrepreneurs, our focus is on cultivating honest, long-lasting relationships with our clients that typically consist of family, friends and, importantly, our local community. We work with investors at all stages in life from the participants in the group retirement plans that we mange, to the family preparing themselves for sending their children off to college or preparing to retire, all the way through to the fully retired couple enjoying the fruits of their lifetime of hard work and planning the legacy they will leave behind for their loved ones.
No matter who we are working with our mission is the same:
“To preserve and grow our client’s assets to protect their present and enable their future.”
We accomplish this by avoiding the noise. We all hear the buzz words on the internet or television: Alpha, Beta, ESG, Crypto, SPAC, MEME, VIX, CPI, Bull, Bear, etc.
We believe in a more measured and long-term approach guided by the principles and practices set forth by like-minded leaders such as Nick Murray:
Using these concepts as a guide, we execute our holistic process of understanding our clients’ goals, creating a plan to reach them, and reviewing that plan regularly as circumstances change to help all our clients prepare for, and live in, retirement.
Office: (248) 641-3550
Fax: (248) 641-3555
Office: (248) 855-0440
Fax: (248) 855-0408