Our Core Values
Establishing Trust, Transparency and Fairness
Offering High-Quality Products and Services
Treating People With Dignity and Respect
Be Passionate and Determined to Learn
Maximize Efficiency and Attention to Detail
Build a Positive Team and Family Spirit
Adding Value to the Community
Minimum investment requirement: $1,000,000 in Michigan, $2,000,000 outside of Michigan.
Investment Advice offered through Zhang Financial, a Fee-Only Wealth Management Group.