Establish. Manage. Succeed. Thrive.
When you’re contemplating your future, it’s important to have a plan — a combination of integrated wealth management strategies to help preserve, grow, and manage your wealth. You’ll need to use this plan as a personal compass to help navigate the financial challenges for both the present and into the future.
Plante Moran Financial Advisors can help with personal financial planning services that establish a long-term financial plan incorporating a prudent combination of strategies, including minimizing tax burdens, improving net worth or maximizing the value of your estate for your heirs. Our independent financial advisors can provide all this and more to help you and your family succeed…and thrive.
Our financial planning and wealth management advisory team will take the time to understand your current financial situation, individual needs, and future goals, and work with you and your advisors to design a customized, comprehensive approach to help meet them. This may consist of the following important elements:Establish a Plan
Develop an Investment Strategy
- Define current status
- Clarify objectives
- Develop integrated strategies
Devise Tax Strategies
- Establish investment policies
- Devise asset allocation strategies
- Develop Investment Policy Statement
- Select investment managers
- Monitor and rebalance the investment portfolio
- Evaluate estate planning and business transition planning strategies
- Wealth accumulation, preservation, and distribution strategies
- Integrate with tax strategies
- Cutting-edge income tax and estate tax planning
- Plan for tax and regulatory compliance requirements
Incorporate Insurance Alternatives*
Evaluate Trust Services** and Needs
- Complete review of life, disability, property and liability insurances
- Recommendations that complement financial objectives
- Preserve and protect your wealth
- Bequeath to future generations
We look forward to providing you comprehensive financial planning services that will give you the peace of mind that comes from partnering with a truly trusted advisor. We help serve your financial needs from the initial investment all the way to retirement
and estate planning
* Insurance services provided by Plante Moran Insurance Agency, an affiliate of Plante Moran Financial Advisors.
** Trust services provided by Plante Moran Trust, an affiliate of Plante Moran Financial Advisors.