all the wiser
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Fully invested in your success—today and always—with a holistic, coordinated and collaborative approach.
Determine if current policies contribute to financial goals. Maximize this asset as it pertains to taxes, your estate plan and portfolio returns.
Serve as trustee or trustee’s agent to ensure your wishes are carried out.
Conduct independent economic and market research to identify opportunities, risks and solutions.
Construct a strategy to maximize after-tax dollars while working on family goals. Comply with filing requirements.
Develop an investment strategy based on your personal balance sheet. Monitor results and adherence to the strategy based on our proven process.
Create a legacy plan to benefit your family, charitable interest or business.
high touch attention
fully invested client care
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A nurturing process to realize growth and expand financial security at each step of your life cycle.
fully invested advisors
A powerful, personal CFO model that puts your goals first and builds financial fitness.
freedom of choice
fully invested difference
No proprietary products, no pitches, no sales commissons, just the freedom to go where smart money should and advice to guide wise decisions.
big picture views
Being bulletproof is the ability to achieve financial independence, have enough assets to live comfortably in retirement, and provide for your heirs. The road to achieving this starts with your personal balance sheet.
Congratulations to Plante Moran Financial Advisors as
they rank #5 on Forbes and RIA Channel’s list of the 2016 Top 100 RIA
Firms, which recognizes wealth management firms by growth in assets over
the past ten years.
With year-end fast approaching, now is as good a time
as ever to review your IRA beneficiary designation forms. It may seem
that naming a trust as an IRA beneficiary is a sound decision — and it
can be for some individuals. But that doesn’t ring true for everyone.
Unlike years past, many large universities and other endowments made headlines for their negative returns in fiscal year 2016. Endowments at Harvard, MIT, Ohio State, and others reported modest losses for the year, while the median endowment lost 1.2%,
With the Presidential election now behind us, investors are turning their attention to the factors that will drive the economy and capital markets in 2017.