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%%COMPANY NAME%% serves %%CITY, STATE%% and the surrounding communities. We’re driven to provide the families and businesses we serve with innovative retirement strategies and solutions that result in robust financial health, clarity and security. Our foundation for success at %%COMPANY NAME%% is an unyielding commitment to our clients that leads to lifelong relationships.

%%COMPANY NAME%% arms individuals with custom-tailored retirement strategies that meet short and long-term needs.

Our goal at %%COMPANY NAME%% is to help our clients realize their financial dreams through creative solutions in an open and transparent process that utilizes innovative insurance solutions to achieve financial independence.

We empower our clients to navigate today’s complex financial world with customized strategies that fit their personal, family, and business needs.

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Income Planning

Income Planning


Income planning for retirement can be a daunting task for many retirees because there is a lot to learn, and to many people a lot of the information is new.

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New Gen Retirement

New Generation Retirement


New Generation Retirement® is a holistic approach to retirement planning consisting of a five-step system that we complete together.

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Social Security

Social Security Maximization


We help our clients develop a clear understanding of their Social Security benefit. There is a lot to learn about Social Security, and it is important for you to be educated so that you head into retirement with a plan on exactly how you will rely on your benefits.

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Gen Vault

Generational Vault

It wasn’t that long ago that managing your financial lives meant keeping track of dozens – if not hundreds – of documents like trusts, wills, powers of attorney, insurance policies, investments and more. They were squirreled away in drawers, boxes, grocery bags and who knows where else. But thankfully, Generational Vault – your virtual safety deposit box – is an easier way to keep track of all those vital documents. Generational Vault never sleeps; it’s your 24-7-365 access to your accounts and important documents all in one place! Reach out to us today to discuss how Generational Vault can help you organize and safeguard the most important documents in your life.

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Smart Vestor

Smart Vestor

What is a SmartVestor Pro? We have a “client-first” approach where we are committed to educating our clients about their investments. We are independent Investment Advisors – which means we are held to the fiduciary standard. As independent advisors, we are able to offer many investment options, not just products from one company or one product type.. When working with us, we get on the same side of the table as our clients, and help them make informed decisions as they work towards their financial goals..

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14821 Wacousta Road
Grand Ledge, MI 48837

(517) 525-2726

Our Company

  • Home
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Our Services

  • Asset Allocation & Risk
  • Business & Succession Planning
  • Income Planning
  • New Generation Retirement
  • Social Security

Ten Point Financial

Ten Point Financial

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Disclosure

Investment advisory services offered through Gradient Securities, LLC (Arden Hills, MN 866-991-1539). Member FINRA / SIPC. Gradient Securities, LLC (a SEC Registered Investment Advisor) offers investment advisory services under the d.b.a. of Gradient Wealth Management. Gradient Securities, LLC and its advisors do not render tax, legal, or accounting advice.  Insurance products and services are offered through Ten Point Financial, LLC.  Ten Point Financial, LLC is not affiliated with Gradient Securities, LLC. The presence of this website shall in no way be construed or interpreted as a solicitation to sell any products or services to any residents of any state other than where legally permitted. Gradient Securities, LLC. and Ten Point Financial, LLC are not affiliated with or endorsed by the Social Security Administration or any government agency. Check the background of this investment professional on Member FINRA's BrokerCheck

SmartVestor™ is an advertising service for investing professionals. Advertising fees paid by the SmartVestor Pros are not connected to any commission, portfolio, service, product, or other service offered or rendered by any SmartVestor Pros. SmartVestor Pros are subject to initial vetting by Ramsey Solutions, and they affirm a Code of Conduct. SmartVestor Pros are not employees or agents of Ramsey Solutions. Neither Ramsey Solutions nor its affiliates are engaged in rendering investing or other professional advice. Ramsey Solutions does not receive, control, access, or monitor client funds, accounts, or portfolios. Ramsey Solutions does not warrant any services of SmartVestor Pros and makes no claim or promise of any result or success of retaining a SmartVestor Pro. Your use of SmartVestor, including the decision to retain the services of any SmartVestor Pro, is at your sole discretion and risk. Any services rendered by SmartVestor Pros you contact are solely that of the SmartVestor Pro. The contact links provided connect to third-party sites. Ramsey Solutions and its affiliates are not responsible for the accuracy or reliability of any information contained on third-party websites.