Our financial planning process starts with your story.
Let’s look at the bigger picture together so you can more confidently Live Your Plan™
Center Stage
Did you know there are over 34 million Americans providing care to an adult over age 50? We want to help make caregivers and families aware of the planning tools and resources that are available to assist them in caring for a loved one. Learn more about our Longevity Virtual Conference here!
You’re Invited to a Special 3-Part Generational Wealth and Legacy Building Series designed for retired individuals who want to preserve wealth, minimize taxes, and make meaningful gifts to the next generation. Learn more here!
2025 is a BIG year—The Center is turning 40! Watch this video to explore our rich history and celebrate four decades of growth and success.
We Wrote a Book
We’re officially authors! We can’t wait to share this exciting journey with you! Stay updated on the latest news about our new book.
Who We Serve
We now have two locations for your convenience in both Southfield and Brighton!
Your Center Team
LOOKING FOR A TEAM YOU CAN TRUST?
Look no further for a company that puts your interests first! We understand you want to do your due diligence. Here is our checklist for finding a trustworthy advisor.
Resources
Financial Planning Resources
Money Centered Blog
Webinar Replays
Recognition
Community Involvement
Humble Design
Capuchin Soup Kitchen
Michigan Personal Finance Challenge
Learn more about The Center’s commitment to community service.
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