Firma Financial Planning

Advisors Who Care About Your Goals. 

Firma Financial Planning offers every client a free, no obligation consultation.

Start your Journey Today

 Full Financial Planning

At Firma Financial Planning you will work directly with a CERTIFIED FINANCIAL PLANNER™ who will work to develop, plan, strategize and ultimately execute on your goals. Our passion is helping people become financially independent. Whether that is starting a business or planning for retirement, we want to the resource your lean on to gain insight and knowledge around complex financial topics.

Your plan

Having a defined plan is essential for achieving financial independence. Our process helps you to understand where you are today, what your goals are and what changes need to be made to make sure you reach your milestones.

your portfolio

When it comes to your portfolio, you want the confidence that you are growing efficiently. You want to make sure you are being compensated for the risk you’re taking on and that you’re not over paying to achieve it. Our analysis will allow you to view your current portfolio and our proposed recommendations side by side to help you make a more informed decision.

types of investments

Firma Financial Planning is an independent financial advising firm. Which means we have the entire financial tool box at our disposal to help bring you solutions. We are not limited to proprietary products like other firms.

A few hours

Not everyone is in a position to hire a financial advisor right now. Maybe you’re just getting started or all of your assets are held in your employer’s retirement plan. That’s ok. We still want to help build your roadmap towards financial independence.

Your Professional

At Firma Financial Planning we pride ourselves on our professionalism. You will be able to work directly with a CFP® professional. All of our advisors are fiduciaries. We focus on the relationship with our clients, not transactional sales.

Maintenance & Monitoring
  • Your roadmap is a working document that changes as you change. Firma Financial Planning commits to regular review and monitoring to identify any changes that may need be made. Your success is our success!

Our Process… A Journey to your success

Organize

The first step is to get organized and to get a bird’s eye view of where we are starting.  

Educate

Educating our clients may be the most beneficial to the success of each investment account.

strategize

Every person needs a goal and every goal needs a plan. We help you build long-term strategies.

execute

Let’s put the plan in action! Once the plan takes off, we continue to analyze and make adjustments.

Our Services

Firma Financial Planning is a strategic partner with your goals in mind. 

N

Grow Your Investments

N

Buy That New Car

N

Save For College

N

Prepare For Retirement

N

Go On A Family Vacation

N

Create Rainy Day Fund

About FFP

Bringing Your Dreams To Reality In An Understandable Way

The first step to investing is figuring out where you want to go. Firma Financial Planning can help you figure out that direction and help you on a path to achieve your goals. 

  • Personal Savings
  • Retirement
  • College Education

Reach Us

Address

17957 Hall Rd
Macomb, MI 48044

Hours

M-F 8am-5:30pm

Phone

586.263.3700

Get In Touch

15 + 13 =

Areas served Sterling Heights, Clinton Twp, Fraser, Macomb, Mt Clemens, Roseville, Shelby, St Clair Shores, Utica, Warren, Washington, and other cities in the state of Michigan.

Securities, Financial Planning and Advisory Services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC.

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AL, CA, CO, IL, MD, MI, NM, NY, OH, PA, SC, VA

Check the background of this investment professional on FINRA's BrokerCheck

© 2021 Firma Financial, Inc. | LPL Financial