Paul Erickson Biography (248) 672-7469	James Westwood Biography (248) 310-9638	Robert Mulcahy Biography (248) 709-6134	Brian Branch Biography (248) 736-0272	John Dyer Biography (248) 990-0381

                                                                                                                                                                    

Welcome to our Web site, where you'll find a wealth of information in the form of newsletter articles, calculators, and research reports.

We're here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your     

           Phillip Afif         Internet browser. We frequently update our information, and we wouldn't want you to miss any                               Office Manager   developments in the area of personal finance.

 

Click here for RIA Channels interview with Paul Erickson from the TD Ameritrade LINC Conference.  Paul discusses his investment approach for families and business clients.

 

The importance of starting early to save is exemplified in this table.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

This is our Form CRS.  It provides information about our relationship with our clients.  Standardizing how information is provided will help clients better understand and compare offerings and services across our industry.  (Form is in PDF format.  You will need Adobe Acrobat to access it.  Get it for free here.)