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 be the resource you lean on to gain insight and knowledge around complex financial topics.
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.
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.
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
The first step is to get organized and to get a bird’s eye view of where we are starting.
Educating our clients may be the most beneficial to the success of each investment account.
Every person needs a goal and every goal needs a plan. We help you build long-term strategies.
Let’s put the plan in action! Once the plan takes off, we continue to analyze and make adjustments.
Firma Financial Planning is a strategic partner with your goals in mind.
Manage Your Investments
Buy That New Car
Save For College
Prepare For Retirement
Go On A Family Vacation
Create Rainy Day Fund
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
- College Education
17957 Hall Rd
Macomb, MI 48044
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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.
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