A Thomas Winterfield, AGT - Bosquett & Co

ISTO Advisors is a registered investment adviser based in Troy, Michigan, with additional operations in Illinois. The firm is dedicated to helping clients achieve their financial goals through informed investment management and a commitment to education. With a focus on making a difference together, ISTO Advisors emphasizes the importance of knowledge and community support in the investment process. They provide general information about their services while ensuring that clients are aware of the risks associated with investing. Generated from the website

The Skillman Group is a mid-size CPA advisory firm based in Michigan, dedicated to supporting organizations with auditing, tax, accounting, and specialized solutions. Their team of professionals collaborates with clients to identify goals and obstacles, providing strategic advice that helps close the gap between current operations and desired outcomes. With a strong focus on client success, the Skillman Group employs various metrics, including key performance indicators, to measure progress and ensure the achievement of critical success factors. By navigating complex financial challenges and adapting to changing regulations, they empower clients to optimize their financial position and streamline operations. Generated from the website

PLUS Financial Network, located in Troy, MI, is a leading brokerage general agency recognized for its innovative insurance solutions and dedicated administrative support, catering to a diverse community of financial professionals. With partnerships from over 20 nationally recognized insurance companies, they provide a comprehensive range of products including life insurance, disability insurance, long-term care insurance, and annuities. Committed to developing holistic insurance plans, PLUS Financial Network focuses on the evolving needs of clients and their families throughout different life stages. Their strategic collaboration with top-rated insurance providers ensures that clients receive not only essential products but also personalized service backed by advanced technology and a dedicated support team. Generated from the website