About Us

Our dedicated Financial Advisors serve as personal CFO’s for our clients with a special focus on shepherding clients into, and then through retirement.

Our wealth management and retirement boutique focuses exclusively on giving our clients objective, unbiased advice on a variety of financial matters…our true value comes from knowing what really matters to them and being deeply involved in that.

We go beyond the numbers and help clients clarify what’s important, simplify their lives and reduce anxiety about money and their future. We take special care to plan for those unforeseen events and circumstances that can side-track even the best laid plans.


Securities offered through Securities America, Inc. Member FINRA/SIPC. Advisory services offered through Securities America Advisors, Inc. Mission Point Planning and Retirement, and the Securities America Companies are unaffiliated.

This website is neither an offer to buy nor a solicitation to sell securities. “Representatives are licensed to discuss and/or sell securities in the following states: MI, NH, OH, MS, TX, PA, and VA Representatives are licensed to discuss and/or sell insurance in the following states: MI and MS Insurance Licensed. MI and MS Representatives are licensed to offer advisory services in the following state: MI.

Business size

1-10 employees

Commercial presence