Holistic planning Capitalize on their holistic financial planning approach to position comprehensive, integrated advisory services that cross over investment management, retirement, estate, tax strategy, and business planning to deepen client relationships and expand AUM.

Mid-market focus Target their mid-sized client base (retirees, pre-retirees, families, professionals) and local Michigan businesses for scalable financial solutions, cross-selling insurance, wealth management, and employee planning services.

Strategic partnerships Leverage their past TD Ameritrade partnership and ETF utilization as a doorway to promote enhanced custody, ETF-driven portfolios, and modern robo-advisory integrations to attract new clients seeking cost-effective strategies.

Expansion signals Note recent office move from Flint to Fenton as an opportunity to propose local branding, community outreach, and targeted campaigns to boost walk-in traffic and new client onboarding in the greater Lansing area.

Operational scale With revenue in a mid-market range and a staff size of 11-50, offer scalable solutions like advisor tech enablement, CRM optimization, and client education programs to improve efficiency and client retention for sustainable growth.