The medical practice management industry is in a state of incredible technological growth and transformation. Our clients look at the long term and have a financial plan built to protect and preserve their wealth. When our clients face business obstacles or industry turmoil happens they have a long-term strategy for retirement.
We create strategies that are tailored to your needs and goals.
Years of experience have prepared us to guide you through your life transitions.
Selecting the right investments that will be the vehicle to drive you to reach your Goals, while being suited for their tolerance for volatility in the market
Constant monitoring and updating of the plan as you make your way through your ever changing life
Step 1: The first step is to answer a 5-minute questionnaire that covers topics such as portfolio size, top financial goals, and what you’re willing to risk for potential gains.
Step 2: After pinpointing your Risk Number, we’ll craft a portfolio that aligns with your personal preferences and priorities, allowing you to feel comfortable with your expected outcomes.
Step 3: We will also review your progress toward your financial goals by building a Retirement Map.
When markets turn as volatile and confusing as they have in the past, even patient investors may come to question the wisdom of the investment plan they've been following. You may have come to the realization that you believed you had a good plan when in fact, you don't.
As Warren Buffet once said, “When the tide goes out, you find out who was swimming without shorts.” What we offer...A cup of coffee and a Second Opinion from a Board Certified Financial Planner (CFP®)
Click Here to Start Your Financial Plan
Branden’s career in the financial industry began with Plante Moran Financial Advisors in 2016, after receiving his degree in Finance from the Eli Broad College of Business at Michigan State University. He then moved on to work...
Jake is a sophomore studying finance at Michigan State University's Eli Broad College of Business. He plans to pursue a career as a financial planner at Melone Private Wealth after graduating.
Branden has appeared on the Walter Crosby Podcast Sales and Cigars. His episode is Building Trust with Branden Carney. During the podcast Branden covered:
Links to Podcast
Jason Hartman's Investing During the Pandemic Series
Excerpt from Branden's Interview:
My first piece of advice to everyone is turn off the news, especially as it relates to the financial markets. Unfortunately, there is never anything good that comes from the ongoing news cycle today. Most of the time, especially as it relates to the financial industry, they are just feeding you the next apocalypse “de jure” that is going to “take down the markets”.