Our Services

Discover unparalleled peace of mind by scheduling a personal consultation with our seasoned team. Embark on a journey to safeguard your tomorrow with bespoke coverage tailored exclusively for you.

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Employer Sponsored Benefit Plans

Our Team has over 25 years of experience in helping design the appropriate plan for your employees.

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We act as your backroom to help your company stay compliant. We offer notices, forms, employee communication and materials to support your compliance needs.

Compliance & Administration

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We offer a variety of services, including wealth protection, asset management, and estate strategies for a secure future.

Financial Wellness and Wealth Management

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Diversity Procurement Goals

We can help you fulfill your diversity procurement goals.

Contact Us

Office Line: 248-641-2755

Laurie Sall: 248-705-4111

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Laurie Sall