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  • Christmas Party – Client Appreciation

    Trillium Banquet Center 6415 State Street, Saginaw, United States

    Please RSVP and join us for our annual Christmas Party on Friday, December 5th, 2025. We are hosting at a new location this year!  We would love for you to…

  • Smart Investing…Simplified

    Uno's Chicago Grill 4960 Towne Centre Road, Saginaw, MI, United States

    Join us for a Lunch and Learn where Matt Starke will present a Clear & Easy to Understand way that we invest for you! We will discuss Asset Class Investing,…

  • Smart Investing…Simplified

    Uno's Chicago Grill 4960 Towne Centre Road, Saginaw, MI, United States

    Join us for a Lunch and Learn where Matt Starke will present a Clear & Easy to Understand way that we invest for you! We will discuss Asset Class Investing,…

  • Market Update & How to Read Your Statements

    Join us on a Zoom call for a live streaming conversation where Matthew will give a Stock Market Update and will also show you how to Read Your Investment Statements.…

  • Loons Baseball Game – Client Appreciation Event

    Dow Diamond - Midland 825 E Main Street, Midland, Mi

      Welcome to our Annual Great Lakes Loons Baseball Game Client Appreciation Event! We welcome our clients and your guest(s) to join us for an appreciation ballgame which includes a…

  • Client Canoe and Tubing Trip

    Join us for a Fun Canoe and Tubing Trip. We look forward to seeing you for a delightful afternoon paddling on the water and enjoying some sunshine and good fun!…

  • Fall Lunch & Learn

    Fall Lunch & Learn

    Join us for a Fall Lunch and Learn where we will talk about the "Case Against Active Management" and discuss the Secrets to why diversification and passive investment takes precedence…

  • Fall Lunch & Learn

    Fall Lunch & Learn

    Join us for a Fall Lunch and Learn where we will talk about the "Case Against Active Management" and discuss the Secrets to why diversification and passive investment takes precedence…

  • Christmas Party Client Appreciation

    Come and celebrate the Christmas Season with us!  We will have delicious hors d'oeuvres, drinks, presents and music. This is one of our favorite times to celebrate with our clients.…