Tailored Financial Strategies for Ann Arbor & Surrounding Community Professionals

Whether you serve the public with Canton Township or The Ride, care for patients at Michigan Medicine, or work at U-M, your retirement transition requires practical, straightforward planning. We bring 13+ years of fee-only fiduciary experience—and existing institutional relationships—right to your backyard.

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Public Transit & Authority Staff (Ann Arbor Area Transportation Authority / "The Ride")

• The Challenge: Navigating your employer retirement options and moving from active work into retirement without second-guessing your income stream.

• Our Solution: As the retirement plan advisor for The Ride, we know your plan details and benefits inside and out. We help you transition smoothly from your employer account into a personal retirement paycheck.

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Municipal & Local Government Employees (Canton Township & Local Public Sector)

• The Challenge: Balancing municipal pensions, 457(b) deferred comp accounts, and civil service retirement options without getting slammed by tax surprises.

• Our Solution: We serve as the advisor to Canton Township’s retirement plan, giving us deep insight into municipal benefits. We evaluate your pension choices (lump-sum vs. monthly payout) and structure a clear, tax-smart distribution plan.

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University of Michigan & Healthcare Staff (U-M Main Campus, Michigan Medicine, Trinity Health)

• The Challenge: Juggling TIAA and Fidelity accounts across 403(b), 401(a), and 457(b) plans while trying to figure out how to take income efficiently.

• Our Solution: We map out your multi-plan options, evaluate TIAA Traditional income choices, and coordinate your accounts into one easy-to-understand retirement strategy.

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