Join Us for our Annual Client Meetings in the U.P.!
Please join us in Escanaba, Marquette or
Sault Ste. Marie on July 30-31, 2025. We will address a variety of topics to help you stay informed and make prudent financial decisions. The topics we will discuss include Economic & Market Update, Does a Roth Conversion Make Sense for You? and Financial Planning for Long-Term Care.
Maximize Your Inheritance: Smart Strategies for a Lasting Impact
Whether you’re about to receive an inheritance or already have, this webinar will show you how to avoid common mistakes, navigate taxes and make the most of your windfall – for today and the future. We will walk you through the practical steps to take when you inherit money, property, retirement accounts or other assets.
Start Building Your Ideal Financial Life
Advance Capital Management helps people like you work toward financial independence by providing personalized financial and investment services. You know where you want to go. Contact us for a free financial plan to help you get there.
