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 Warren, Michigan. With a different and proven approach to investing, Firma Financial Planning has earned years of trust with a variety of clients.
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 delivers financial peace of mind and helps meet your dreams and goals.
Our financial advisors serving Warren, Michigan are committed to you, to our philosophy, and to ensuring our clients get the right strategy, plan, and attention according to their unique needs. Each situation is different and needs a personalized plan to ensure your goals and objectives are met.
To ensure that our clients receive the best possible service, our experienced and knowledgeable advisers are backed by a dedicated support team. In addition, all of our advisers participate in a program of continuing professional development to ensure our clients receive the best investing advice.
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 about your financial future.
No matter what kind of future you’re building or where you want to go, we’re here to help you achieve those dreams.
We believe your future is more than just finances, it’s about the life you want to lead. 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 hourly consulting 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 meeting over the phone, video conferencing, face-to-face in your home, at your workplace, or in our office.
We want you to be in control of your personal finances – including pensions, retirement funds, personal cash flow planning, and investment portfolio.
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
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