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Call Us: (248) 626-3120

 
About Us. Our Team. Our Services. Our Approach.

Our Firm

 

For over 50 years, we have offered independent, unbiased advice, and proven solutions.

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Our Services

 

Our disciplined, customized approach is based on a comprehensive understanding of each client’s unique circumstances.

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Our Team

 

Our team approach offers a range of services to provide more benefits to our clients.

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How We Help Our Clients


Financial Network strives to keep things simple. Rather than overwhelm you with complex investment strategies and technical jargon, our group of financial professionals connects with you by developing personalized solutions to your financial objectives using a streamlined approach. Market performance can not quantify our value. Rather, our clients come to us for guidance on all major financial decisions. 

We primarily service clients in the Detroit metropolitan area. However, we help clients across the country. We specialize in asset management, insurance planning, retirement planning, education planning, and estate planning. Additionally, we help people during life transitions and young professionals who are starting out in the workforce.

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Helpful Content

A Bucket Plan to Go with Your Bucket List

A Bucket Plan to Go with Your Bucket List

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.

Avoiding Cognitive Decline

Avoiding Cognitive Decline

Try these activities to keep your brain sharp.

Personal Finance Tips for Military Families

Personal Finance Tips for Military Families

Military families face unique challenges, making personal finance even more critical.

 

Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.

Traditional vs. Roth IRA

One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.

The Great Debate Continues: Active vs. Passive

In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”

Insurance Needs Assessment: When You're Newly Married

Marriage changes everything, including your insurance needs.

Choosing a Retirement Plan that Fits Your Business

To choose a plan, it’s important to ask yourself four key questions.

Prevent a Rift: Money Tips for Newlyweds

Couples may be able to head off many of the problems in a marriage that money can cause.

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Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

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Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

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Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

Surprises

Making the most of surprises is a great reason to work with us.

Saving for College 101

Here’s a crash course on saving for college.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

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