About Us

Is your financial house in order?

Financial planning is a complex and ongoing process that can overwhelm anyone. Our process identifies every aspect of your financial life and helps you understand the purpose it serves.

Do you have a plan that aligns with your values?

Why do you work? What are you saving for? Whether it’s family wealth, establishing a charitable foundation, or buying a boat, our values-based planning process helps you discover what’s important to you. From there, we create and manage the plan to help you reach your financial goals.

For nearly 40 years, we have been helping individuals, families and businesses plan their financial future.

Our business has always been focused on building meaningful, lasting relationships by providing trustworthy service and reliability. We have navigated clients through the ups and downs of many market cycles and learned plenty along the way. It’s a privilege to get up every day and serve our clients as their trusted advisor. We welcome the chance to serve you and earn your trust.

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Richard I. Shaheen, AIF®
President

  • Certified AIF®, (Accredited Investment Fiduciary)

  • Former President of NAIFA (National Association of Insurance and Financial Advisors), Greater Detroit Chapter

  • Past qualifying member of MDRT (Million Dollar Round Table)

  • Active member and past president of Business Networking International, Greater Detroit Chapter

  • Graduate of Eastern Michigan University, Business Administration

    • EMU Tennis Team - Previous captain and USTA National Men’s Doubles Semi-finalist

  • Baritone singer for the Metropolitan Detroit Chorale

  • Family: My wife Denise of 42 years, two fantastic children, a wonderful daughter-in-law, and the greatest grandsons on planet earth!

  • Hobbies: Tennis, golf, coaching sports, reading, music, travel, fine wine and grilling outdoors.

Nicholas J. Shaheen, CFP®
Director of Operations

  • CERTIFIED FINANCIAL PLANNER™

  • University of Michigan Alum - Ross School of Business, 2006

    • Evans Scholar Recipient

  • Lives in Grosse Pointe, MI with his wife, Molly, and their two wonderful boys, Raymond and Arthur.

  • Hobbies: Spending time with family and friends, traveling, being active, songwriting, recording and performing music, golf, paddle, boating.

  • Favorite places: Home and St. John