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Our objective is to provide you with an alternative to traditional investment management that enables you to achieve your financial goals with less risk and volatility.

Terry McMullen, CPA, CFP, PFS

To implement these Investment Advisory Services and begin achieving above market rates of return with less risk and volatility contact us at (800) 449-6976, or e-mail us.

We have a better way!

Our office is located at 125 N. Hanselman Street, Bad Axe, Michigan 48413

CLICK HERE for a map and to obtain driving directions.




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