Insurance, Investments and Employee Benefits. We work with closely-held businesses, and high net-worth individuals to ensure that they have the proper coverage, at the best price, with the most stable finiancial institutions in the industry.

We are independent and impartial.

We coordinate business and individual plannning to ensure the plans are comprehensive and do not overlap. We make sure the proper ownership and beneficiaries are in place to maximize tax-efficiency and ensure the proper parties benefit from the plans in place.

We work with your other advisors (Accountants and Attorneys) taking a team approach, to make sure we are all on the same page and aware of the plannning each of us is providing.

From Benefit Plans that are communicated properly, in compliance, managed efficiently, at the proper long-term pricing – to Executive Benefit Plans that attract, retain and reward your key personnel, we provide solid solutions so that you can focus on growing your business.

Our staff is professional, and experienced and we continue to educate ourselves to provide hig-level, top-notch service that is second to none.

Alumnus/a: Robert, J. Reaume, CLU, REBC, RHU, LIC 1987

(248) 265-5440
31000 Lahser Road , Suite 9
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