New federal income tax form may catch you by surprise. Here's what you need to know. 

Susan Tompor | Detroit Free Press | Jan 30th, 2019
Category: Education

The best way to prepare to do your taxes – or even get your taxes done – is to take a deep breath, gather your thoughts and start scrambling for your paperwork.

Your 2018 federal income tax return will be unlike much of what you've seen in the past. We're looking at a wide array of major changes – and plenty of tripwires – under the new tax law.

Read More »


A golfer wouldn't play a course with just one club in his bag. In the same way, asset classes help you diversify and optimize your portfolio.

Think of us as your personal quarterback to help you navigate and mitigate the blindsides of life.

A great chef tastes as he cooks for the best result. A great financial planner checks in to make sure you're on course and adjusts along the way for the best result.