Introduce someone you care about to
the wealth management services of CRSG.
If you trust us with your financial life - or you were sent here by someone who does - welcome!
We make retirement simpler, tax-smarter, and more confident.
I'm referring someone → I was referred →
No cost or obligation. Just a confidential conversation about what matters to you.
Fiduciary, always
Client first. Portfolios follow the plan.
Boutique + personal
You'll never feel like a number here.
Efficient process
Easily understood, actionable recommendations.
Tax-Smart Planning
Accumulation and withdrawal strategies built around your goals.
How the introduction works
A quick Introductory Meeting
Let’s schedule a
20 to 30-minute video call. There is no cost/obligation.
How can we serve you?
We discuss your financial goals, needs, and experiences.
Are we a fit?
Do we agree there may be a basis
to collaborate together to plan your financial future?
Discovery Meeting
Let’s schedule a Discovery Meeting to dive deeper into who you are and what our services will look like for you.
Is there any cost for an initial conversation?
No, our Introductory Meeting is complimentary. If we
agree that there’s a basis for us to work together, we will proceed to your Discovery Meeting.
What kind of client does CRSG serve best?
Typically, our clients are in the pre-retirement stage,
transitioning into retirement, or focused on retirement
income, tax management, and their legacy. We may be a
good fit if you value planning first, goal-driven investment
strategies, and clear communication.
How soon can we meet?
We offer flexible scheduling during the week, including evenings.
Do you work with clients outside Michigan?
Yes, many client relationships are virtual. We serve clients in multiple states, subject to regulatory requirements.