Firma Financial Planning

Serving Shelby, MI and Surrounding Areas

Welcome to Firma Financial Planning!


Great financial planning can change your life. We exist to inspire ideas, create confidence, and give you the freedom to live.


We are a friendly and experienced team of financial services professionals serving Shelby, Michigan and the surrounding areas. With a respected approach to investing, Firma Financial Planning has earned years of trust with a variety of clients.


Why Us?

At Firma Financial Planning, we put our clients at the very center. Your success is our success. Your happiness is ours. Every member of the team is here to ensure that all clients enjoy a friendly, personalized service, which guides you towards financial peace of mind and helps pursue your dreams and goals.

Our financial advisors serving Shelby, Michigan are committed to you, to our philosophy, and to guiding our clients towards the right strategy and financial plan according to their unique needs. Each situation is different and needs a personalized plan.


Our No-Obligation Consultation

Are you overwhelmed by the choices you face? Don’t have the time or experience with investments to make sound decisions? Do you feel uneasy about your personal future and your family’s future?

If this sounds a little bit like you, we would be happy to assist you with our no-charge, one-on-one, customized consultation regarding your financial future.


For Your Future

No matter what kind of future you’re building or where you want to go, we’re here to help you pursue those dreams.

We believe your future is more than just finances; it’s about the life you want to live. This principle helps us focus on building a financial plan to assist you. With Firma Financial Planning, we want you to feel like you are a part of the team. It’s not just our team, it’s our team working to create team YOU!

Whether you need tax planning or a long-term strategy to manage your future finances, we are here to support your needs.  We have options to work with you that include a phone consultation, video conferencing, face-to-face in your home, at your workplace, or in our office near Shelby, Michigan.

We want you to be in control of your personal finances – including pensions, retirement funds, personal cash flow planning, and investment portfolio.


Call us today at (586) 263-3700.

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

Reach Us


17957 Hall Rd
Macomb, MI 48044


M-F 8am-5pm



Schedule Online

Get In Touch

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