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COLI

Posted on: May 8th, 2018
Life Income Plan for Business. Retirement ideas for business owners and key executives.

Cinco de Mayo 2018

Posted on: May 3rd, 2018
Our client appreciation event raised $5,200 to support Detroit Cristo Rey High School in Southwest Detroit   [gallery ids="207,208,209,210,211,212,213"]

Asset Map

Posted on: December 14th, 2017
Traditional Face-to-Face Meetings Most professionals meet their clients periodically in-person. Asset-Map is designed to keep the meeting agenda to merely the facts of the current household condition.  By enabling all parties in a conversation to mark-up paper-based asset-map visualizations of...

Succession Planning

Posted on: December 13th, 2017
Ford supports a Supplier Diversity Development Program. Mentor Me is an exciting program for certified diverse businesses to advance and develop their businesses through Senior Corporate Executive mentoring. Mike Witzke and I were privileged to have a conversation about succession...

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