Our Services

Comprehensive Investment & Financial Planning Solutions

At Michigan Financial Planning, we provide a wide range of investment options and financial planning strategies tailored to help individuals and businesses achieve their financial goals. As Investment Adviser Representatives with Cetera Advisor Networks LLC, we offer an independent perspective, ensuring personalized recommendations that align with your unique needs.

With a commitment to personalized service and professional financial guidance, our team delivers comprehensive research, strategic investment solutions, and customized financial planning to help you navigate every stage of your financial journey.

Customized Financial Planning Services

We understand that every financial situation is unique, which is why we develop tailored plans designed to address your specific needs, including:

✔ Retirement Planning – Create a roadmap for a secure and comfortable retirement.
✔ College Education Funding – Plan ahead for your children's or grandchildren’s education expenses.
✔ Insurance Planning – Protect your family and assets with life, disability, and long-term care insurance.
✔ Debt Reduction Strategies – Develop a plan to manage and eliminate debt efficiently.
✔ Tax Reduction Strategies – Implement tax-efficient investment and financial planning strategies.

Your financial plan should reflect your current situation and future aspirations—whether that includes planning for retirement, funding college education, estate planning, or safeguarding your financial future.

Start planning today! Contact us at (517) 515-6000 for a complimentary, no-obligation consultation and take the first step toward financial confidence.

Investment & Financial Solutions

We offer a full suite of investment and financial services to help you build, protect, and manage your wealth:

  • Investment Management – Professional portfolio management focused on growth and risk mitigation.
  • Retirement Accounts – IRAs, 401(k) rollovers, and other retirement solutions tailored to your needs.
  • College Savings Accounts – 529 plans and other education funding strategies.
  • Insurance Services – Life, disability, and long-term care insurance for comprehensive protection.

At Michigan Financial Planning, we are dedicated to helping you create a financial plan that works for your life.

Get in touch today and let’s build your financial future—together.

Securities and advisory services are offered through Cetera Advisor Networks LLC, member FINRA/SIPC, a broker-dealer and registered investment adviser. Cetera is under separate ownership from any other named entity. 

Please note that neither Michigan Financial Planning  or Cetera Advisor Networks LLC nor any of its agents or representatives give legal or tax advice. For complete details, consult with your tax advisor or attorney.