Find a Financial Planner in Grosse Pointe Farms, MI

 

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We Only Work With The Best Grosse Pointe Farms Financial Advisors

We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

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Our partners have been recognized by some of the best media publication sources like Financial Times, Investor.com, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products

Experience

All leads will be connected with a firm who has been in business for 20+ years

Education & Designations

All leads will be given to a certified CFP with designation from FINRA

Trustworthiness

All of our partners are credible — No conflicts of interest and no disciplinary history

 

Our Process for Choosing
An Independent Financial Advisor in Grosse Pointe Farms, MI

  • Financial Advisor Close to Grosse Pointe Farms, MI

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

 

How Can a CFP® in Grosse Pointe Farms Help You?

Wealth management is a comprehensive financial service that focuses on building well-rounded wealth for clients. Typically used by high-net-worth individuals and organizations in the Grosse Pointe Farms area, wealth managers seek to attend to each client's individual needs while creating their comprehensive management plans. Wealth management may be performed by an individual, but is often performed by a small team.
Financial planning is a service in which a qualified professional creates a detailed plan for a client's financial future. Plans in Grosse Pointe Farms can include budgeting, retirement planning, tax planning, spending and saving strategies, and more.
26.8% of Grosse Pointe Farms's population is of retirement age (62 years and older). For those individuals, the goal of retirement planning is to create a source of income for one’s retirement years. It starts with determining an individual’s retirement goals and then lays out a financial strategy to accomplish them. In the Grosse Pointe Farms area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
Estate planning names the beneficiaries of your estate upon death and who has the responsibility to make healthcare and financial decisions on your behalf if you are incapacitated during life. A comprehensive estate plan includes a living will and other types of legal documentation as needed to achieve its intended outcome. In the Grosse Pointe Farms area, qualified financial professionals--like financial advisors--offer estate planning services.
Business financial planning is a service focused on helping businesses map out steps to achieve a financial goal over a set time. Business financial planning in the Grosse Pointe Farms area addresses the many needs a business has, such as staffing, PP&E (property, plant and equipment), intangible assets, investments, etc.
The goal of tax planning is to minimize an individual’s or organization’s tax liabilities, while maximizing their overall long-term financial situation. In the Grosse Pointe Farms area, tax planning is often included with other services like asset management, estate planning, and retirement planning. Tax planning strategies will differ depending on depending on where you live. Michigan has unique laws defining which actions trigger a taxable event and has the 24th highest total tax burden in the U.S., including income, property, and sales tax.
Transition planning for divorce or loss of a spouse involves working with an attorney or financial advisor in the Grosse Pointe Farms area to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. It typically includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation is a good way to make high-interest debts more manageable. Advisors in the Grosse Pointe Farms area can bundle high-interest loans together under more favorable financing terms. This often results in lower interest rates, or lower monthly payments.

 

The Value of Working With the Best Financial Planners in Grosse Pointe Farms, MI

A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Grosse Pointe Farms, MI

We evaluated over 13,000 RIA firms to bring you the best of the best Grosse Pointe Farms financial advisors.
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How Retirement-Friendly is Grosse Pointe Farms, MI?

  • Population: 9,168
  • % of Population 62 Years and Over: 26.8%
  • Average Home Value: $350,500
  • Average Monthly Housing Cost: $1,805
  • Average Household Income: $189,145
  • Michigan Total Tax Burden: 8.34% (24th Highest in U.S.)
  • Michigan Property Tax: 3.02% (19th Highest in U.S.)
  • Michigan Individual Income Tax: 2.23% (20th Lowest in U.S.)
  • Michigan Sales and Excise Tax: 3.09% (18th Lowest in U.S.)


The Top Financial Advisor Firms in Grosse Pointe Farms, MI


ROBINSON CAPITAL MANAGEMENT, LLC

Website

(313) 821-7000

63 Kercheval
Suite 111
Grosse Pointe Farms, MI 48236

SEC#: 801-77378
Years in Business: 8 years

DESERANNO WEALTH MANAGEMENT

Website

(313) 885-0114

18720 Mack Avenue
Suite 100
Grosse Pointe Farms, MI 48236

SEC#: 801-63581
Years in Business: 16 years

RK ASSET MANAGEMENT

Website

(313) 647-4717

98 B Kercheval

Grosse Pointe Farms, MI 48236

SEC#: 801-78999
Years in Business: 7 years

POINTE CAPITAL MANAGEMENT LLC

Website

(313) 882-7100

102 Kercheval Avenue
Suite 200
Grosse Pointe Farms, MI 48236

SEC#: 801-70983
Years in Business: 11 years