Personalized financial guidance provided by a CFP® professional and a CFA® charterholder
Fee Only, Fiduciary, and Independent
As a fee-only firm, we don't receive any commissions or sell financial products. As a fiduciary, we will put your interests first. We work independently for you and provide our unbiased advice.
Qualified
Our team is experienced and highly trained in both financial planning and investment management. Brittany Ringo is a CFP® professional and Erik Ringo is a CFA® charterholder.
Dependable
You can always call us directly. We will provide you with straightforward and transparent advice, and we will clearly explain things to you.
Accommodating
We can meet during evenings to accommodate your busy schedule. If you aren’t in Southeast Michigan or prefer not to meet face-to-face, we can meet virtually.
Does This Sound Like You?
Recent Life Change
You had a recent change in your life that you want a trusted professional to help you through. You may have started a new job, recently divorced, or been the beneficiary of a large inheritance.
Preparing for Retirement
You’re preparing to leave your career in the coming years and you want to have a strategic plan. You may have decisions you need to make about a pension or Social Security.
Recently Retired
You recently retired and want a professional to manage your portfolio in order to generate retirement income efficiently and specific to your unique financial goals.
