Wealth advisory footprint Target mid-market financial planning and investment advisory services for individuals seeking retirement customization, leveraging their SEC Registered Investment Advisory status and fee-based planning to offer high-value, personalized retirement strategies in Michigan.

Regional focus Capitalize on the Novi Michigan presence to expand local outreach, partner with nearby affluent communities, and offer in-person or virtual retirement planning seminars to build trust and generate qualified leads.

Affiliated strength Highlight the affiliated structure with C2 Insurance Services to cross-sell risk management, insurance solutions, and estate planning services, creating an integrated offering that can increase wallet share.

Growth potential With a revenue range of 25M to 50M and a lean team, position as a boutique, high-service alternative to larger firms, targeting high-net-worth individuals and business owners seeking bespoke retirement and legacy planning.

Tech-enabled outreach Leverage their WordPress-based web presence and tech stack familiarity to deploy targeted digital campaigns, content marketing, and lead capture focused on retirement planning needs, referrals, and local events.