When you hear the term Family Office, what is the first thing that you think about?  Do you think of it in financial terminology or maybe related to the medical field?  Within the financial industry, the term Family Office typically meant an advisory firm that serves ultra-high-net-worth investors. I am here to help change that […]

After spending an entire career in a non-sales or non-business development role, I gradually found myself in such a role as I began to build my wealth planning firm for individuals, families, and businesses.  Struggling to make sense of how to build a robust business development process, I turned to one of my favorite authors […]

Once upon a time I often found some of the daily/nightly news to be interesting.  It was also my attempt to see another person’s view on various stories.  But over the course of time, I have noticed that everything is breaking news.  What is so earth-shattering about another Presidential tweet?  Even more so, I see […]

Can you envision what your retirement years may look like?  Do you see yourself traveling the world, living in your ideal location, spending time with your loved ones, or setting out on a new second career?  Before you can start putting together a retirement plan, you need to know what you want your retirement to […]

Many of you, unless you are into reading about investment management, have likely never heard of Jack Schwager author of the Market Wizards series of books.  In his books, Schwager interviews some of the most legendary investors of our time. During each interview, Schwager tries to get at the heart of what has made that […]

We recently took our family vacation in northern Michigan.  One of our favorite spots is the Sleeping Bear Sand Dunes.  The dunes, which are now apart of the National Park Service is one of our great national treasures which everyone should check out if you are in the State of Michigan. This was the second […]