At Michigan Financial Planning, we provide independent financial advice and customized investment solutions to help you build and protect your wealth. Our team is dedicated to guiding you through complex financial decisions with clarity, confidence, and a long-term strategy tailored to your goals.

Our Commitment to Clients

We strive to help our clients:
✔ Protect and grow their investments with strategic wealth management.
✔ Develop a long-term financial plan that adapts to life's changes.
✔ Monitor progress and performance with ongoing reviews and adjustments.
✔ Keep costs competitive with transparent, efficient management fees.
✔ Simplify their financial life by providing clear guidance and solutions.

Comprehensive Financial Services

We offer a range of financial services to help you achieve your financial goals:

Financial Planning – Personalized strategies for retirement, education, and wealth preservation.
Investment Management – Professional portfolio management to optimize growth and minimize risk.
Insurance Solutions – Life, disability, and long-term care insurance to protect your future.
AdviceWorks Client Portal – A secure, real-time platform for tracking your financial progress.

Why Choose Michigan Financial Planning?

We empower clients with the knowledge and tools to make informed investment decisions. Through a personalized financial relationship, we help navigate life's financial challenges and create a roadmap toward success.

Serving Livingston County and Beyond

We proudly serve clients in Howell, Brighton, Pinckney, Hartland, Hamburg, Fenton, Holly, Fowlerville, New Hudson, Linden, Highland, Milford, South Lyon, Novi, and surrounding areas.

Ready to take control of your financial future? Contact us today to schedule a consultation!

Newsletters

Be Storm Smart: How to Prepare for Extreme Weather

More than a quarter of U.S. homes are exposed to severe or extreme weather risk. While homeowners can't control the forecast, they can take proactive steps to prepare.

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Is Your Dream Kitchen a Good Investment?

Considering the potential return on investment before taking on home improvement projects can help homeowners make cost-effective decisions.

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HOT TOPIC: 530A Trump Accounts Officially Open

A new tax-advantaged investment account officially launched on July 4th: the 530A account, also known as a Trump Account, which is designed to help children get a head start on their financial future.

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What Can You Learn from Your Tax Return?

Tax season may be over, but a completed tax return offers information that can help with financial strategy for the rest of the year.

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Calculators

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

More Calculators