PROFESSIONAL TAX SERVICE | 616 E. 8th St Ste 9, Traverse City, MI 49686


Life is full of milestones and the proper financial planning can ensure you enjoy each one. Creating memorable moments requires planning and the proper financial backing. Whether you dream about your son graduating from college, starting a business, planning for retirement, building your dream home, monthly trips to visit grand children or covering the expenses of an illness, financial planning is vital. Unexpected events happen, but they don’t have to mean your financial situation is devastated.

Here are some of the common financial planning situations we help clients plan:
• Retirement
• College fund
• Business investments
• Stock and bond investments
• Building a home or acquiring a major asset