Our Areas of Expertise

At Petersmark Financial Network, LTD., we work with individuals, families, and business owners in our Ann Arbor, Michigan area, as well as across the United States.  We believe it's critical to address all elements of a client's financial picture and, as a result, we offer a wide range of services that come together in one comprehensive game plan.

Investments

We can assist you in creating an investment portfolio that produces an appropriate diversification based on your objectives and risk tolerance. professional investment management may provide you access to investments you may not have had otherwise, including a wide variety of traditional and alternative investment classes. We assist with:

  • Traditional IRA
  • Roth IRA
  • Simple IRA
  • SEP IRAs
  • 401(k) Rollovers
  • Mutual Funds
  • Stocks
  • Bonds
  • Annuities

Financial Planning

Preparing for the future can be a heavy burden.  A financial game plan, however, may alleviate some of the stress.  Withing financial planning, Petersmark Financial Network, LTD assists with:

  • Retirement Plans
  • Risk Management
  • Tax Plans
  • College Plans
  • Estate Plans
  • Charitable Giving

Insurance

We can help you evaluate insurance options and determine appropriate solutions based on your situation and future needs  We offer:

  • Life Insurance
  • Long Term Care 
  • Disability Insurance