We approach financial planning with the idea that the whole picture matters. This holistic approach means we take the time to listen to our client’s goals, worries, and priorities. It means we have the knowledge to create a comprehensive plan for the expected and unexpected adventures of life. Our services include investment management, retirement planning, estate planning, social security planning, wealth management, insurance planning, business planning, tax strategy development, financial education, and decision support. With offices in Okemos and Fenton, Michigan, we have many different client types; retirees, pre-retirees, business owners, families, medical professionals, and more.

Website: fsgmichigan.com

Phone: (517) 347-4337