• What's New
    2018 Confidence and Clarity Survey in the news . . . Additional office opened in Campus Martius
  • Secure Your Future
  • Blog
    3 Dangers of Not Understanding Your LLC Operating Agreement
    Think you can sign your LLC Operating Agreement, put it in a drawer, and then forget it? No chance. Think of your Operating Agreement as the foundation of your business…the playbook for your company. Need to know what happens if a member leaves or dies? Operating Agreement. What everyone’s roles and responsibilities...
    READ MORE
  • Blog
    6 Ways to Easily Screw Up Your 401(k) Plan Compliance
    Compliance with IRS and Department of Labor regulations governing 401(k) Plans is filled with landmines and traps for the unwary. Here are six easy ways you can screw up your own 401(k) plan and, if you’re a plan fiduciary, be personally liable for all the costs and expenses related to...
    READ MORE
  • Get This Book for a Daily Kick in the Pants

    Stack of booksWisdom for Winners: A Millionaire Mindset by Jim Stovall, provides fantastic easily digestible motivational antidotes and quotes.  Read more about why I think this is a *must* add to your reading list.

    READ MORE
  • Testimonials

    “Andy spent a lot of time and effort to prepare documents that securely protected the client… He understood all the family dynamics and issues involved in selling the business… I would not hesitate to use andy again on future transactions.”

    –CPA And President Of Certified Public Accounting Firm

  • Blog
    In Case You Missed It
    We're (Almost) Everywhere Now There are now more ways than ever to see what we are doing and how our practice is growing. Follow us on Facebook, Google+ and Twitter by clicking on the logo below, and of course connect with me on LinkedIn by clicking on the logo under...
    READ MORE
  • Reduce Your Taxes
  • Protect Your Business
  • Blog
    What the Heck is a Quantitative Futurist?
    It’s not every day you meet a quantitative futurist, right? So when I saw that Amy Webb, quantitative futurist, professor at New York University Stern School of Business, founder of the Future Today Institute, and recipient of Thinkers50 RADAR Award (an award naming the 50 top business thinkers in the...
    READ MORE