Our company
is composed of financial professionals who offer high quality insurance and financial products and services to the individual and business marketplace.
Kirk Jewell, CFP® - President/Founder
Registered Representative
CERTIFIED FINANCIAL PLANNER
University of Michigan-Flint, BBA in Finance - 1999
College for Financial Planning-Denver, CO - 2006
I was originally introduced to this business over 20 years ago by my father who owned and operated an accounting, tax, and financial planning firm in Michigan. He taught me at a very young age that people and business need, no matter how successful, some degree of financial planning. It does not matter if you are just starting out in life or have been successful for sometime our clients come from all walks of life and vocations. If you have goals, dreams and aspirations and you are serious about making the commitment to achieve those dreams then you will be successful in all you wish. Never has there been a time in history where comprehensive financial planning is more important. The recent and dramatic cutbacks by major corporations and business have placed the responsibility of a long-lasting retirement on the back of the employee. Big business and government will not take care of you. Only you can take care of you. Allow us the opportunity to sit down and design a comprehensive financial plan tailored to your goals and objectives. All of our meetings are no cost, no obligation and I guarantee you will walk away with a better idea of where you stand.
Michael C. Briggs
Registered Representative
University of Michigan-Flint, BS - 1992
We Manage Money For Busy People
I have been in the financial planning industry for over 10 years and I have experienced a variety of different market conditions during that time. As a financial planner my mission has always been to help clients and their families attain financial peace of mind. We do this by providing direction with their investments, emotional support during periods of market volatility and sensible investment strategies that help them reach their financial objectives. I offer my clients investment advice not influenced by commissioned sales products, and will continue to provide clients with the finest service available in the financial services industry. Give us a chance to sit down with you and the ones that you care about. Your future is just that........... yours.
Jeremy Trotter
Registered Representative
Western Michigan University, BS - 2002
As a Financial Advisor, I help clients manage assets as well as investments. My background includes 10 years of real estate and securities investment experience. It is my job to help clients acknowledge and implement sound investment strategies pertaining to their financial goals. I specialize in creating plans to; protect against market losses, lower tax burdens, ensure you won’t run out of money through retirement, help fund education expenses, and navigate long term care expenses. My clients have worked hard to save and provide for themselves and their families. I take great pride in working just as hard for them.