Michael Lee: Primerica-Financial Services

Independent Wealth Management LLC is a Traverse City-based financial advisory firm that specializes in delivering personalized and objective wealth management services. With a team of experienced and certified financial planners, they offer tailored solutions to reduce the stress and worry associated with managing wealth, ensuring clients' financial well-being. As a fee-only firm, they prioritize unbiased advice and take on a fiduciary role, putting their clients' interests first. With over 20 years of experience, each partner at Independent Wealth Management LLC brings a wealth of knowledge and expertise to the table. Their commitment to providing exceptional service is evident in their extensive media coverage and recognition in reputable publications. As an independent firm, they are free from external influences, allowing them to deliver objective advice and unbiased portfolio management to their valued clients.Generated from the website

Founded in 1984, FIM Group is one of the leading financial companies in the United States, providing risk-managed investment solutions to its clients. It provides special planners and systematic approaches for the portfolio and wealth management of its customers. Employing more than 25 people, the company offers its clients with services like investment management, financial planning and retirement services. The company s planning services include budgeting, saving, taxes, investments, insurance, retirement and estate planning. FIM Group helps its clients to understand retirement plans through flexible plan design, complete document support, daily valuation record-keeping, participant and sponsor website, toll-free phone access and on-site enrollments.

Rehmann is a fully integrated financial services and business advisory firm that provides accounting and assurance, business solutions and outsourcing, specialized consulting, and wealth management services. For 80 years, Rehmann has provided forward-thinking solutions to our clients. With nearly 900 associates in Michigan, Ohio, and Florida, we are the momentum behind what’s possible. We focus on the business of business – allowing organizations and individuals to focus on what makes them extraordinary. We help you look to the future with confidence, thanks to our unrivaled expertise and integrity. Through our partnerships with our clients and communities, we drive impact that empowers our world.