Financial Planning Services | Bloomfield Hills Advisory

01. About Us

We are a full-service financial planning firm that offers comprehensive financial solutions to individuals and businesses. With a client-centered approach, our team of experienced advisors provides personalized strategies tailored to meet the unique needs and goals of our clients. We offer a wide range of services, including investment management, retirement planning, estate planning, tax optimization, and risk management. By combining our expertise with a deep understanding of market trends and economic conditions, we aim to help clients achieve financial success and peace of mind.

02. Our Philosophy

Our philosophy is centered on empowering individuals and businesses to achieve their financial goals with confidence and clarity. We believe that financial well-being is the foundation for a fulfilling life, and we are committed to providing personalized guidance and expertise to navigate the complexities of the financial landscape. With integrity, transparency, and a client-centric approach, we strive to build long-term relationships based on trust and success.

03. Our Process

At Bloomfield Hills Advisory, we take pride in a comprehensive approach to managing personal finances. Our process consists of the following steps to tailor an actionable plan and is designed to provide our clients with a comprehensive roadmap for their financial journey, taking into account their unique circumstances, goals, and aspirations.

Understanding your Goals
Gather Information About your Situation
Evaluate Risks and Opportunities
Create and Implement your Plan
Monitor your Plan and Investments
Review and Discuss Updates Periodically

Our Services

Financial Planning

Whether it’s owning your own home, funding your children’s education, or creating a stress-free retirement, a financial plan is considered vital in working towards your goals. We use a consultative approach to create a financial plan that aims to meet your objectives.

Retirement Planning

Retirement planning shouldn’t start at retirement; it should start well before. We take a long-term view of your financial wellbeing to help create a life after work that is as well-planned as your life while working.

Investment Planning

Through developing a personalized investment strategy, diversification, and avoiding short-term distractions, we aim to help create and preserve your wealth so you reach your financial goals.

Estate Planning

Having an estate plan is paramount in ensuring your estate is handled according to your wishes. Together with your estate planning attorney, we can assist in drafting documents and reviewing your situation so your estate benefits the people and charities you care about most.

Asset Management

You work hard to accumulate assets over a lifetime. The hope is that, when the time comes for you to leverage those assets, they’ll be there for you to benefit from. Asset Management service is all about helping you manage YOUR financial assets using a prudent and conscientious approach.