Business Details
Your Trusted Partner for Financial Planning Solutions
We are a Michigan-based financial planning firm dedicated to serving busy executive professionals in engineering and technology fields. Our fiduciary commitment ensures every decision prioritizes your financial interests, backed by Certified Financial Planner (CFP) expertise and technology-driven tools that streamline complex financial strategies. With over two decades of combined experience, our team specializes in creating tailored solutions that align with your unique goals, whether you're starting from scratch or refining existing plans.We hold prestigious accreditations, including the Certified Plan Fiduciary Advisor (CPFA) designation and recognition as a Five Star Wealth Manager, demonstrating our dedication to industry excellence. Our transparent, no-nonsense approach eliminates unnecessary meetings, focusing instead on actionable outcomes that empower informed financial decisions. We adhere to strict ethical standards, ensuring full compliance with fiduciary responsibilities while maintaining open communication throughout our client relationships.
Services
Financial Planning
Wealth Management
Retirement Planning
Tax Optimization
Business Structure Review
Succession Planning
Investment Strategy
Risk Management
Estate Planning
Cash Flow Analysis
Highlights and features
- We act as fiduciaries, prioritizing your financial interests above all else
- Certified Financial Planners with extensive industry expertise
- Utilize technology-driven tools to enhance personalized financial strategies
- Offer the Alpha Plan for comprehensive, one-time financial organization
- Specialize in serving engineering and technology sector executives
Associations and certifications
- Certified Financial Planner Board of Standards
- Five Star Professional
- CPFA (Certified Plan Fiduciary Advisor)
What people say
Expert financial advice
Trustworthy
Tailored solutions
Exceptional service
Personal touch
Services
Alpha Plan
Our Alpha Plan provides comprehensive financial organization and strategy development. This one-time service evaluates your current financial position, creates cash flow plans, optimizes investments, and establishes tax-efficient strategies. Designed for busy professionals seeking immediate actionable solutions without ongoing commitments.
Wealth Management
Ongoing wealth management services for clients who completed the Alpha Plan. We continuously monitor and adjust investment portfolios, implement tax optimization strategies, and provide regular progress updates. Our fiduciary approach ensures all decisions align with your long-term financial objectives.
Business Integration
Specialized business owner financial planning that integrates corporate and personal finances. We analyze business structures (LLC/S-Corp/C-Corp), develop tax minimization strategies, and create employee retention programs. This service ensures seamless alignment between business operations and personal financial goals.
Retirement Planning
Comprehensive retirement planning that considers all income sources and tax implications. We develop personalized withdrawal strategies, optimize Social Security benefits, and create sustainable income streams. Our approach ensures financial security while maintaining flexibility for changing circumstances.
Tax Optimization
Strategic tax planning services that identify legal minimization opportunities across all financial aspects. We analyze investment structures, business operations, and estate planning components to create efficient tax frameworks. Our approach focuses on long-term savings rather than short-term reductions.
People
Steve Grogan
Certified Financial Planner
Certified Financial Planner with over 20 years of experience serving technology executives. Holds CFP and CPFA designations, specializing in fiduciary financial planning. Recognized as Five Star Wealth Manager in 2021-2025.
Questions
What is the Alpha Plan?
The Alpha Plan is our comprehensive financial organization service that creates personalized strategies for investment optimization, tax efficiency, and cash flow management.
Are you a fiduciary financial planner?
Yes, we operate as fiduciaries and Certified Financial Planners, legally obligated to prioritize your financial interests in all recommendations and decisions.
Do you specialize in any particular industry?
We specialize in serving engineering and technology sector executives, understanding their unique financial challenges and compensation structures.
What credentials do your advisors hold?
Our advisors hold Certified Financial Planner (CFP) and Certified Plan Fiduciary Advisor (CPFA) designations, with recognition as Five Star Wealth Managers.
How do you charge for services?
We offer one-time fees for the Alpha Plan ($1,495) and business integration ($1,995), with optional ongoing wealth management services available.
Can you help with business financial planning?
Yes, our business integration service analyzes corporate structures, develops tax strategies, and creates employee retention programs aligned with personal financial goals.
