Taxes

• Tax Services
  Fees that we consider third party fees include the appraisal fee, the credit report fee, the settlement or closing fee, the survey fee, tax service fees, title insurance fees, flood certification fees, and courier/mailing fees.
• Roth IRA
• Real Estate Taxes
  Mortgage programs, Equity Loans and Home Equity Lines of Credit each have different escrow requirements. If you’re interested in paying for your taxes and insurance outside of escrow, you may be able to. Some members even choose to pay one of the other out of pocket and Escrow the other. Please speak with one of our mortgage experts about your specific needs at 517-323-0020.
• Income Tax

Investment

• Investment Management
• Mutual Funds
• Wealth Management

Planning

• Financial Planning
  As an Investment Representative, Russell provides client investment strategy oversight, financial planning and technology supported through LPL Financial, the largest independent broker-dealer* in the nation. Russell currently holds FINRA Series 7, 66 and 24 Principal registrations through LPL Financial. He has Life, Health, Disability and Variable Insurance licenses in Michigan. Financial advisors supported by LPL Financial are proud to be a source of objective advice for accumulating and managing personal wealth.
• Asset Management