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Pay Bill Get In Touch
  • What We Do
  • Who We Are
  • Resources
    • Resources Library
    • Advantage Magazine
    • QuickReads
    • eBooks
    • Forms, Documents & Links
    • Refund Tracker
    • Video Library
    • Blog
Pay Bill Get In Touch

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Ingredients in bowls spread across a table.

How to feed a diverse group of eaters at holiday get-togethers

Curate a menu to help all your guests have a joyful and satisfying holiday feast, no matter their dietary preferences or restrictions.

Read more about How to feed a diverse group of eaters at holiday get-togethers ➞

From the firm: Growth in business and personal pursuits

Let us help you ignite your passion for growth, both in and out of the office.

Read more about From the firm: Growth in business and personal pursuits ➞

Passive income 101

We have everything you need to know about passive income, including ideas on how to build your own.

Read more about Passive income 101 ➞

Popular personal growth podcasts

Get ready to tune in to these seven podcasts for valuable advice on living your best life.

Read more about Popular personal growth podcasts ➞

AI in business: Pros and cons

We look at the pros and cons of using AI in your small business.

Read more about AI in business: Pros and cons ➞

Growing pains for businesses

A look at how to avoid common issues that come with expansion.

Read more about Growing pains for businesses ➞

Life and living: Blooming into next summer

Follow these eight tips to prep for next summer’s garden growing season.

Read more about Life and living: Blooming into next summer ➞

Mind flex: Change your mind(set)

Be inspired to change your mindset with quotes from people who have done the same.

Read more about Mind flex: Change your mind(set) ➞
A business woman holding an open sign and smiling while pumping her fist.

How to find help for running your small business

Assistance for small business owners abounds. Here’s where you can find it.

Read more about How to find help for running your small business ➞
Notebook that says College Savings.

The best time to start saving for college is…now

College is pricey. But when’s the best time to start saving? Spoiler: It’s sooner than you think.

Read more about The best time to start saving for college is…now ➞

From the firm: Reflect with a focus on family

Take time to reflect on the importance of family and how it intertwines with different aspects of your life.

Read more about From the firm: Reflect with a focus on family ➞

Back to the office

We have six tips to help you navigate your company’s return to the office.

Read more about Back to the office ➞

Gifting money to your children? 5 questions to consider

Gifting money can impact your child’s financial well-being. Consider these five questions before you sign the check.

Read more about Gifting money to your children? 5 questions to consider ➞

All in the family

If you own—or you’re thinking of starting—a family-owned business, we have a few things for you to consider first.

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Better together

Use these eight simple actions to help foster better relationships across generations.

Read more about Better together ➞

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Contact Us

Saginaw Office

5196 State St.
Saginaw, MI 48603

p:  (989) 791-1040

e: 

Clio Office

5092 W Vienna Rd
Suite F
Clio, MI 48420

p:  810-687-9800

e: 

Frankenmuth Office

975 N Main Street
Suite G
Frankenmuth, MI 48734

p:  (989) 791-1040

e: 

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