Financial Services Since 1991
Your Retirement Our Focus

7900 Kirkland Court
Portage, MI 49024

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Client Center

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WEALTH MANAGEMENT AND INVESTMENT SERVICES

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Investment Management

Know where you're going and how to plan to get there.

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Retirement Planning

We believe managing money during retirement is different than managing money before retirement.

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Our Planning Process

Whatever your retirement goals are, our financial planning process will help you work towards them.

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Our Weekly Financial Update

A weekly financial market & news update.

" True wealth is not defined by how much money you have, but how you use the money you have to create a better life for you and your family. "

Have Questions? Let's talk.

Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: Arkansas (AR), Arizona (AZ), California (CA), Colorado (CO), Florida (FL), Idaho (ID), Georgia (GA), Illinois (IL), Indiana (IN), Massachusetts (MA), Michigan (MI), New Jersey (NJ), Ohio (OH), Tennessee (TN), Texas (TX), Virginia (VA), Washington (WA), & Wisconsin (WI). ​

The Retirement Wealth Management Group, McAfee Financial Services, DocSpot Financial, Alkhamis Financial Retirement Wealth Management and LPL Financial are separate entities.