Blog

Top Of Mind

Practicing Mindfulness With Money Can Help Boost Your Financial Wellness Many people practice mindfulness through yoga, tai chi or other forms of movement, often incorporating

Read More »

Pay It Forward

Looking To Teach a Child Some Important Money Lessons? Consider a Roth Custodial IRA. You started early and have saved hard in your 401(k). You’ve

Read More »

Eliminating the Guesswork

Creating an estate plan is a key component of achieving financial wellness Most people don’t spend too much time thinking about end-of-life planning on a

Read More »

Taking a Hike

Four ways interest Rate Hikes Can Affect Your Finances Unless you live on another planet, you are fully aware of this thing called inflation —

Read More »

Everything’s Better With Bacon

Everything’s Better With Bacon It even makes understanding inflation easier. “Bacon’s the best. Even the frying of bacon sounds like applause. Bacon bits are like

Read More »

We are here to answer your questions.

Proudly serving the Capital Area, including:

Bath
Charlotte
DeWitt
Dimondale

Eagle
East Lansing
Eaton Rapids
Fowlerville

Grand Ledge
Haslett
Holt
Ionia

Lake Odessa
Lansing
Mason
Okemos

Ovid
Owosso
Perry
Portland

Potterville
Saint Johns
Webberville
Williamston

Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and Retirement Legacy Group are separate entities from LPL Financial.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, CO, FL, GA, IL, IN, MI, NY, OH, OK, PA, TX, and VA.