Broker Check

230 N. Second Street
Suite 150
Brighton, MI 48116

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Michael Balagna

(810) 225-2088

 

Products & Services

We provide assistance in the following areas:

Investments

  • Managed Accounts
  • Brokerage Accounts
  • Alternative Investments
  • ETFs
  • No Load Mutual Funds
  • REITs
  • Stocks/Bonds
  • Unit Investment Trusts
  • Variable/Fixed/Index Annuities

Financial Planning

  • Retirement Income Plans
  • Investment Plans
  • Advanced Planning/Estate Planning
  • IRA/Roth IRA
  • Qualified Investment Plans: 401(k)/403(b) Planning
  • Simple IRA/SEP IRA
  • Educational Planning
  • Defined Benefit Plans/Money Purchasing Plans
  • Philanthropic Planning
  • Profit Sharing Plans
  • Business Exit/Succession Planning
  • Year-end Planning Ideas

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Buy/Sell Agreement
  • Deferred Comp