Financial Services for Your Lifetime Choices

You work hard on the job, at home and in your community and
someday you'd like to retire in comfort.

We know that choosing the right firm to invest and manage your money can be a daunting task. The amount of financial information and misinformation available today is staggering. Our goal is to help you sort through the maze of opinions, facts and speculation and make the investment decisions best suited for your individual circumstance – and do so at the lowest possible cost.  
Next Steps 

AT&T Retiree Healthcare
Changes for 2015
Investing Strategies


Market Perspectives

Fixed Income Investing for Retirement
Advance Capital's own Chris Kostiz provides an overview of fixed income and stock selection for the Wall Street Transcript.



AT&T Healthcare Changes


AT&T has sent notification to many of their retired and working employees that are 65 and older to inform them of major changes to their healthcare coverage, options and cost in 2015.  Advance Capital is following these changes closely and our experienced advisers will help you make sense of these changes and do their best to answer any questions you may have.


We have also partnered with a neutral third-party Medicare expert and scheduled several informational meetings where he can provide you with unbiased guidance and answer questions.  A full meeting schedule can be found by clicking on the Education Center & Events, Events/Seminars.



Our Services
Retirement Planning
& Strategy

Investment Planning
& Strategy


Comprehensive Financial Planning & Strategy