Our breadth of Small Business solutions ensures that we are able to best match your needs no matter which aspect of investing they require.
Our retirement investments are all bound by the same top tier fiduciary loyalty. All strategies that involve investing directly in the markets benefit from our dynamic Smart investing and we will never recommend a product that we do not believe matches your business’s financial goals.
- SEP IRAs
- Simple Plans
- Buy/Sell Agreements
- Split Dollar Agreements
- Key Employee Insurances
- Corporate Investment Management
- Defined Contribution Plans
- Business Estate Planning or Succession Planning
1024 E Grand River Ave
Brighton, MI 48116
Fax: (810) 227-2558
Toll Free: (877) 238-1680
The information, data, and opinions contained herein this communication are provided solely for informational purposes only. They are not warranted to be correct, complete, or accurate. To the extent permitted by law, Caitlin John does not accept any liability arising from the use of this communication. You should not assume that any information, data, or opinions contained herein serves as the receipt of, or a substitute for, personalized investment advice from Caitlin John or from any other investment professional. Past performance is not an indication of future results and actual results may vary. Investing carriers an inherent element of risk, including the risk of losing invested principal.