Did you know that you can expand your State of Michigan 401k/457 investment options with advisory services offered by our advisors? Speak to one of our dedicated, local advisors about your plan and gain more clarity on your options.

Get all the details in our latest Financial Pulse.

Many individuals, typically in their 40s to 60s, can find themselves simultaneously providing financial and emotional support to their aging parents while also assisting their minor children or launching adult children into independence. If you're stuck in the middle, our latest

Welcome Olivia Varner! Olivia is an Administrative Assistant with a growing interest for financial advising. Since entering the finance industry in 2021, she has developed a strong foundation in client support and operations, and she is currently pursuing her licensing to become

Many individuals, typically in their 40s to 60s, can find themselves simultaneously providing support to their aging parents while also launching their children into independence. If you're stuck in the middle, our latest Financial Pulse provides a few tips to maintain your

Learn more in our latest Financial Pulse!

This October, you’ll once again be seeing pink across the country—on lapels, products, landmarks, and even football fields. Pink has become more than just a color; it’s a powerful reminder of the ongoing fight against breast cancer and the hope that unites us all. Check out our

Read more in our latest Financial Pulse.

Roth conversions can help you manage your taxable income in retirement. Read more about how Roth conversions could help you build retirement flexibility in our latest blog.

Read more in our latest Financial Pulse.

Join us at The Rink at Royal Oak this weekend!

Join us this weekend, December 5-7th, for more holiday fun!

Don't miss the fun! Join us for an exciting game of broomball on Friday, December 12th. Admission is free, but all guests are requested to consider a $2 donation to benefit Welcome Inn and Outreach on 7th, two vital organizations that support the unhoused in southern Oakland

Instead of setting vague goals for a distant future, focus on actionable resolutions today that will make your retirement a reality. Learn about which steps you can take NOW in our latest Financial Pulse.

Join us at The Rink at Royal Oak!

Check out our latest Financial Pulse.

Rather than claiming the usual resolutions about gym memberships, cleaner diets, and stricter budgets, why not reclaim more of your most valuable asset – your time. Read our latest blog to see how to buy back your time in 2026.

Learn more in our latest Financial Pulse.

Constantly changing financial news can make investors lose their focus but a financial plan can keep you grounded. For most investors, the most effective strategy isn’t found in a frantic reaction to the news cycle; it’s found in the quiet, disciplined, and—yes—boring work of a

Learn more in our latest Financial Pulse: bit.ly/4a6IvID #M3Investments #FinancialAdvisors #FinancialPulse