Our goal is to bring peace of mind to our clients through the confidence that they are protected and prepared for their financial future. We approach financial planning with the idea that the whole picture matters. This holistic approach means we take the time to listen to our client's goals, worries, and priorities. It means we have the knowledge to create a comprehensive plan for the expected and unexpected adventures of life. Our services include investment management, retirement planning, estate planning, social security planning, wealth management, insurance planning, business planning, tax strategy development, financial education, and decision support. With offices in Okemos and Fenton, Michigan, we have many different client types; retirees, pre-retirees, business owners, families, medical professionals, and more. Additionally, we have extensive experience and are uniquely qualified to to handle current employees or retirees of the following organizations; State of Michigan, Lansing Board of Water & Light, Michigan State University, McLaren Lansing, Chrysler, GM, Consumers Energy and Ford. Feel free to contact us if you are interested in learning more or have questions, 800-804-0420 Investment advisory services are offered through Financial Strategies Group, Inc., a Registered Investment Advisor. The people leaving reviews on this site may or may not be the firm's clients and are not compensated for sharing their opinions and experiences. The reviewer's comments may not represent any other person's experience.