We know that these can be frightening times, but we want to assure you that one thing you don’t need to worry about is us supporting you through them. We are committed to offering you financial guidance, regardless of what the upcoming days, weeks, or even months might bring.
Our Work Is Critical
Financial services is defined as a federal critical infrastructure sector by the U.S. Department of Homeland Security, Cybersecurity & Infrastructure Security Agency. This means the work we do is essential to the economy and we are able to continue business.
We, and our broker/dealer LPL Financial, will continue to operate and will be able to provide you with the support and service you can always expect from us.
**IF OUR TEAM MEMBERS ARE UNAVAILABLE AND YOU NEED TO SPEAK DIRECTLY TO THE LPL FINANCIAL CLIENT SERVICE CENTER, YOU CAN REACH THEM VIA TELEPHONE: (800) 558-7567**
You Matter to Us
While your physical health is of primary concern, we know that your financial health is also incredibly important to you. We may not be able to meet together in person, but we can still connect and discuss any concerns you have.
We’ll be in touch with you as events evolve, continuing to provide updates and support. As always, please feel free to contact us at 810-579-1100 any time.
We are always here for you.
Your life...your legacy.
Just as you seek a doctor's expert opinion regarding aspects of your physical health, it is equally important to consult with qualified specialists regarding matters of financial health. We believe that regardless of your current stage in life, the time to start planning is now. Our team is equipped with the experience and resources required to develop strategies designed to improve your financial well-being. We employ a comprehensive, holistic approach to financial management and specialize in the following:
Our goal is to assist you during all of life's financial transitions by providing independent advice and investment services in order to preserve your legacy for generations to come.
If any of the following statements sound familiar to your situation, call us today and we will begin the journey to pursuing financial freedom: