Responsible for the development and implementation of the firm’s marketing and public relations initiatives. Created a comprehensive suite of marketing materials and established a consistent schedule of communications with shareholders and financial intermediaries. Updated and mainstreamed image to appeal to a larger audience. Managed digital communications and coordinated media buys and placement. Directed a total revamp of the firm's websites. Helped to increase firm assets under management from just below $1 billion to over $3 billion.

We believe the way to help grow and preserve your wealth is active investment management. This is particularly important given the current investment environment and the prospect of rising interest rates in the years to come. We expect that investors utilizing a buy and hold strategy will have returns that they will likely find unacceptable over the next five to ten years. We are a fee-based advisory firm where our interests are in line with your interests. We are viewed as trusted advisors who want to help quarterback your family’s financial affairs, if that is what you wish. We provide advice primarily on investments, but also advice in estate planning, long-term care insurance, life insurance, taxes, mortgage refinancing, and college funding. Our firm, Retirement Income Solutions, Inc. (RIS), is an independent registered investment advisor. Our independence from being owned by a bank, insurance company, mutual fund company or Wall Street brokerage firm enables us to make unbiased recommendations rather than ones that might favor the advisor’s employer. There are few firms in the Ann Arbor and southeastern Michigan area that can provide advice on individual, joint and trust accounts in conjunction with 401ks, 403bs, TIAA-CREF, IRAs and other retirement accounts. RIS can advise on all these areas and provide an integrated strategy for all the accounts that maybe appropriate for your family. A key part of that advice is setting appropriate goals and that means helping clients focus on the important financial issues, not just those issues on the minds of clients. Our educational backgrounds and investment experience cover many years and many investment environments, and we consider education of our clients a key aspect of the services we provide.

Arbor Trust Wealth Advisors, LLC is an independent registered investment advisor ("RIA"​), based in Ann Arbor, providing financial planning, investment and estate and trust administration services to our clients. As THE trusted Wealth Advisor for each of our clients, Arbor Trust Wealth Advisors brings the best of the financial world to everyday life. The cornerstone of each client relationship is much more than investment advice or personalized service: it is the creation and cultivation of a comprehensive wealth management strategy integrating financial planning, trust and estate planning, investment strategies, risk and liability mitigation, tax strategies, philanthropic endeavors and more. We deliver this independent of outside influence, acting as a fiduciary for our clients by placing their needs above everything else we do. With integrity, honesty and practicality guiding us, we help our clients pursue their dreams and goals with confidence. Arbor Trust is a RIA registered with the U.S. Securities and Exchange Commission and located in the State of Michigan. Arbor Trust provides investment advisory and related services for clients nationally. Arbor Trust will maintain all applicable registration and licenses as required by the various states in which Arbor Trust conducts business, as applicable. Arbor Trust renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion. Please see http://arbortrust.com/terms-of-use/ for important disclosures.

Managed product development for PC applications in banking.

Our singular focus is to make an impactful difference in the lives of our clients and their families. As advocates, we work closely with our clients to clarify the financial landscape and navigate life's most important events. We achieve this through unbiased advice, meaningful portfolio management, and impeccable service. The following principles guide us in all that we do: - We have your best financial interests at heart. We strive to maintain complete objectivity and impartiality in our work and judgment. We provide you with all that you need to make thoughtful investment decisions. - We always conduct ourselves with integrity, dignity, and honesty. - We communicate in a clear and open manner and handle all inquiries/requests as quickly and accurately as possible. - We keep the confidentiality of all information given to us to the full extent permitted by law. - We disclose the services we provide and how we are compensated for them. We perform all services in a fair and reasonable manner and disclose any conflicts of interest. - We maintain and expand our knowledge through continuing education. To learn more about Kaydan Wealth Management and how to engineer your best retirement, subscribe to The Retirement Engineer podcast at www.TheRetirementEngineerPodcast.com or visit www.kaydanwealth.com. Free tools, offers, additional information, etc., here: http://linktr.ee/KaydanWealth Investment advisory services are offered through Kaydan Wealth Management, Inc., a Registered Investment Advisor. The firm only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. Registration as an investment advisor does not constitute an endorsement of the firm by securities regulators nor does it indicate that the advisor has attained a particular level of skill or ability. For important social media disclosures, visit https://www.kaydanwealthmanagement.com/social-media/

Exchange Capital Management is a fee-only Registered Investment Adviser providing independent financial planning and professional portfolio management. As fee-only advisers, we are not compensated by commissions but instead are compensated solely by a management fee tied to the fair market value of investments under our supervision. This helps us remain free from conflicts of interest and to act solely in your best interest. ECM serves private clients and families with assets in personal savings, trust, IRA’s and retirement plans. We also work with businesses and their corporate pensions and profit sharing plans, as well as with foundations, endowments and financial institutions. While individuals typically have $1 million or more in investable assets, we may be the right firm for you if you have $500,000 or more available to invest. An initial conversation will help us both determine if we have a good fit. More detailed information regarding Exchange Capital Management's business practices and key personnel can be found in our Form ADV Part II Uniform Application for Investment Registration. A link to this document is available on the company website.

Looking for a refreshingly personal approach to retirement and financial planning? Look no further! As a family-owned firm, Richmond Brothers provides truly personal service to our clients—not the “take a number” kind of service that’s become all too common these days. We want to know all about you so that we can serve your best interests financially as well as personally. Imagine that: real people who really care. It’s why folks have entrusted their financial wellness to us since 1994. From our proactive communication to our fun, laid-back office environment, there are a number of reasons why people enjoy doing business with us. We invite you to learn why Richmond Brothers stands in a league of its own. Visit us at: www.richmondbrothers.com for more information! Richmond Brothers, Inc. is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Richmond Brothers, Inc. and its representatives are properly licensed or exempted. This page is solely for informational purposes. No advice may be rendered by Richmond Brothers, Inc. unless a client service agreement is in place.