State Farm

Specialized solutions for: Retirement planning, women business owners, multi-generational succession planning, concentrated stock options, divorce, and dependents with special needs, among others. Deep experience working with: C-suite professionals, engineers, technology leaders, entrepreneurs, physicians, and many other professions. We're proud that nearly half of our client-facing team firm-wide are women.

Family Life Financial Services, located in Okemos, MI, has dedicated the past 30 years to building strong relationships with federal employees, providing them with comprehensive insights into their government benefits. The firm specializes in assisting individuals nearing retirement by offering trusted guidance to help them plan for their financial futures. With a personalized approach, Family Life Financial Services is committed to meeting clients where they are to develop long-term financial plans tailored to their unique needs. Their independent advisory services ensure that clients receive the support necessary for effective financial planning and management. Generated from the website

Bill Weckesser founded Trinity Financial with the principal goal of assisting our clients with their investment strategies. Mainly, we help our clients invest for things such as college for their kids and grandkids, liquid reserve funds and retirement assets. We have some of the industry's top data management and planning tools, investment platforms and products—plus, more than 30 years of market experience. We take a “hands on” approach that emphasizes service and support: accumulating and managing retirement investments; saving and accumulating college education funds; managing inheritances, including IRA's; life insurance, long term care, and estate planning.