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Firma Financial Planning - Macomb MI

Planning

Planning comes in all sizes—from estate, to income and retirement. We have the answers to guide you through this process.
Wealth Managment Macomb Michigan

Wealth Management

We’re your partner. That’s why we abide by a fee-based investment model philosophy. We’re working for you from day one.
Risk Management Macomb Michigan

Risk Management

Invest and manage your investments. We will easily help you to determine the need for risk and market management.

Your Financial Solution in Macomb CountyLocal. Experienced. Trustworthy.

certified retirement financial advisor

A Local Team You Can Count On

We are dedicated to providing investment management and strategic wealth planning to our clients in the Macomb area. Firma Financial Planning strives to be your go-to trusted financial advisors in Macomb MI. Our primary focus is to provide professional opinions that are designed to pursue long-term investment results. We achieve this with the highest levels of trust, integrity and respect, while always supporting, educating and providing informed direction to each and every client we serve.

Our Preferred Planning SoftwareThe Asset Map Process.

Results You Can Rely On

Our asset map is a free, trustworthy tool we use here at Firma Financial. This map allows us to provide our clients with a clear view of their current assets, along with corresponding data and advice. With this, we’re able to appropriately consult our clients and properly management all of their assets. The process is simple, and we make it easy to understand. Let’s get a clear picture of your current standings, so we can show you how to confidently pursue success.
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