• Principium University
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    Principium University

    Introducing: Principium University

  • WJR News/Talk - 760 AM
    As Heard on the Frank Beckman Show
    WJR News/Talk - 760 AM

    As heard on WJR 760 AM

  • Only Ever Moving Forward
    Are You Prepared?
    Only Ever Moving Forward

    At Principium preservation is our number one goal. Our team works diligently to reduce market volatility within our client portfolios and have been defying the Wall Street dogmas for over 15 years.  Our goal is to see your vision realized... and we have the team and tools to make it happen.

  • Finally, A Clear Vision
    Are You Prepared?
    Finally, A Clear Vision

    Utilizing our proprietary processes and software, we can easily identify which mechanisms will safely ensure your retirement, and can build a portfolio that is measurably superior.  Your vision needs to be realized, and it’s time for something different.

  • Writing in the Final Score
    Are You Prepared?
    Writing in the Final Score

    You didn’t work for decades, saving and sacrificing, only to let the “Wall Street System” take away from your sense of peace of mind and accomplishment.  We at Principium employ a highly effective process for asset preservation, income design, and legacy planning.  Financial products and their salespeople are an epidemic.  We have the cure.

Powered By The Best

Our relationships with many of the strongest financial custodians and insurers in the world ensure a myriad of options and strategies that give our clients peace of mind.

The Companies We Keep

  • Principium - The Companies We Keep
  • Principium - The Companies We Keep
  • Principium - The Companies We Keep
  • Principium - The Companies We Keep
  • Principium - The Companies We Keep
  • Principium - The Companies We Keep
  • Principium - The Companies We Keep
  • Principium - The Companies We Keep
  • Principium - The Companies We Keep
  • Principium - The Companies We Keep

What We Do

  • Fee-Based Investment Management

    As a firm, we believe that the only proven way to manage wealth correctly is to follow rule-based approach that eliminates human error and emotion. By teaming up with Navellier Calculated Investing, we have been able to provide our clients...

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  • Retirement Income Planning

    Most clients we meet understand that they need to have a plan of action heading into retirement. After all…the “accumulation” phase is over, and now its time to pay yourself back. The truth is that “decumulating” an asset safely is...

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  • Annuity & SSI Maximization

    How good is a guaranteed paycheck each month if it’s less than it could be? Over the course of your retirement, you’ll draw on several sources for income, and we believe that each one should be scrutinized to ensure that...

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  • Wealth Transfer & Legacy Planning

    Many of our clients have been extraordinary SAVERS, and not only enjoy an active and fruitful lifestyle, but know that they will leave something behind to loved ones. As tax implications loom greater with each year, there is an imminent...

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  • Medicare Insurance Advisory Services

    Medicare Advisory Services Making the transition from employer-paid healthcare or an individual plan to Medicare can be confusing. With over 10,000 people each day turning 65, the landscape has become overwhelmed with supplemental salespeople and a phone that almost never...

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  • Legal and Estate Planning

    Are You Facing a Long-term Care Crisis? Maybe you’re already in danger. Every day in Michigan, people are losing their homes and assets to catastrophic illness that hurt their family…and they cannot afford to pay the outrageous nursing home costs....

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How We Do It

Riskalyze Client Video

Learn more about Riskalyze and the science behind their innovative technology in this informative video.

Watch The Video

Pressroom

Our firm is proud to be featured in the following publications:

Bankrate
Daily Finance
Forbes.com
Healthcare Business Today
Newsday
ThinkAdvisor
U.S. News