Business Details
Your Trusted Partner for Retirement Planning Solutions
We are a dedicated team of financial professionals committed to helping individuals create and manage personalized retirement strategies. With over 28 years of experience in personal wealth advisement, we prioritize independence and objectivity, ensuring our recommendations align with each client's unique risk tolerance, objectives, and goals. Our process involves collaborative planning, proactive advice, and ongoing portfolio monitoring to optimize long-term financial outcomes.We specialize in consolidating financial services for integrated wealth management, offering diversified investment solutions designed to withstand market volatility. Our client-centric approach emphasizes transparency, education, and tailored guidance to empower informed decision-making.
Services
Retirement Planning
Wealth Management
Investment Advisory
Portfolio Diversification
Risk Assessment
Financial Strategy
Retirement Check-ups
Portfolio Rebalancing
Market Analysis
Client Consultations
Highlights and features
- We offer 28 years of experience in personal wealth advisement
- Our independence ensures objective recommendations tailored to your needs
- We provide personalized retirement strategies based on your risk tolerance and goals
- Our team delivers proactive advice and ongoing investment monitoring
- We specialize in consolidating financial services for integrated wealth management
Associations and certifications
- ChFC
Services
Retirement Planning
We develop customized retirement plans based on individual risk profiles and financial goals. Our process includes comprehensive portfolio analysis, market volatility protection strategies, and regular performance reviews. Clients receive personalized guidance to ensure their retirement vision aligns with actionable investment decisions.
Wealth Management
Our wealth management services integrate diverse financial components into cohesive strategies. Through tactical ETF portfolios and managed volatility funds, we optimize asset allocation while maintaining flexibility for evolving market conditions and client life changes.
Investment Advisory
As independent advisors, we offer unbiased recommendations across multiple investment vehicles. Our advisory includes ongoing monitoring, proactive rebalancing, and access to 24/7 performance reports to maintain optimal portfolio positioning aligned with client objectives.
Portfolio Diversification
We implement diversified investment solutions combining equity funds, fixed income options, and correlation funds. This approach helps protect against market volatility while pursuing growth opportunities across different economic cycles and time horizons.
Financial Strategy
Our strategic planning services address comprehensive financial needs beyond retirement, including estate integration and long-term wealth preservation. We help clients consolidate financial components into unified strategies that evolve with changing life circumstances.
People
Russell L. Game
President and Personal Wealth Advisor
With 28 years of experience, Russell specializes in retirement planning and wealth management. A Chartered Financial Consultant, he focuses on creating personalized strategies while emphasizing proactive financial education for clients.
Toni Mendina
Client Champion
Toni brings extensive technology expertise and organizational skills to support client operations. Her background in art and design enhances client service through creative problem-solving and attention to detail.
Kelly Evosevich-Poupore
Client Champion
Kelly leverages community connections and event coordination experience to enhance client experience. Her background in youth sports coordination translates to effective scheduling and client relationship management.
Questions
What retirement planning services do you offer?
We provide comprehensive retirement strategies including portfolio management, risk assessment, and personalized financial game plans tailored to individual goals and risk tolerance.
How are you different from other financial advisors?
As an independent firm, we have no proprietary fund requirements, allowing objective recommendations across multiple investment vehicles to best serve client interests.
Do you work with clients outside Michigan?
While based in Iron Mountain, we offer virtual and phone appointments to serve clients nationwide through our remote advisory services.
What investment options are available?
We offer diversified solutions including ETF portfolios, equity funds, fixed income options, managed volatility funds, and equity-indexed annuities.
How often do you review investment portfolios?
We provide ongoing monitoring with 24/7 performance reports and regular proactive reviews to ensure portfolios remain aligned with client objectives.