Our mission is to provide individuals, families, and 401(k) plans a low-cost opportunity to the highest quality investment service available.
The Financial Planning Company is a fee-only registered investment advisor paid only by our clients. We are headquartered in Royal Oak, Michigan and happily serve clients locally and across the nation.
Investment Management
The firm uses an evidence based investing approach, rooted in Nobel Prize winning research, to build globally diversified and low-cost investment portfolios.
We perform quarterly portfolio rebalancing based on a researched systematic approach to promote portfolio stability while minimizing taxes and trading costs.
Our job isn’t done until our clients have financial peace of mind.
As part of investment management we provide:
Tax Efficient Asset Placement
Tax Loss Harvesting
Tax Conscience Trading with Minimal Turnover
Quarterly Portfolio Rebalancing
Financial Planning
We offer financial planning to all of our investment management clients. We help families gain financial clarity, define goals, create an investment strategy, and implement an action plan. We provide full-service advice on:
Retirement Planning
Wealth Building
Estate Planning
Balance Sheet & Spending Analysis
College & Education Planning
Special Needs Planning