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About Us

What We Do
We Make Complex Financial Planning Solutions Simple.

We help you achieve your retirement goals and devise a strategy that hits the mark. Our team assists in setting up a consistent income stream for retirement, supporting you in steering your golden years with financial stability.

Meet The Team
Who You’ll Be Working With

Donna Kirchhoff

Office Manager

Donna brings over 40 years of administrative experience in the office management She assists in the development and implementation of firm polices and procedures, oversees the administration of HR policesand practices. She also uses...
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Kimberly Crichton Enders, CFP®, CWS®, CPFA®

CERTIFIED FINANICAL PLANNERâ„¢ | Certified Wealth Strategist

Working in the financial services industry since 1995, Kimberly Enders is CERTIFIED FINANCIAL PLANNER™ with firsthand knowledge in most areas of personal finance. Ms. Enders has been a financial planner for over 24 years, having...

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Nicole Fontana

Client Services Associate

A graduate from Oakland University with a bachelor’s degree in Journalism Nicole focused on marketing and photojournalism during her time studying there

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Contact Us
Speak To An Advisor

You have the power to create your future. Schedule a meeting with us and we will help you chart your path forward.

Thank you!