Our financial planning process starts with your story.
Let’s look at the bigger picture together so you can more confidently Live Your Plan™
Center Stage
Brilliant Detroit Toy Drive
Friday, November 1st - Friday, November 29th
Tis' the season for Center-Claus to support a worthy cause! This year, we're excited to partner with Brilliant Detroit! They provide proven, year-round educational programming for students in high-need neighborhoods. We'll be collecting toys and essential goods for children in their programs.
As another year comes to an end, we invite you to take a moment to reflect on 2024 and begin to prepare for 2025. Every year, we create a year-end planning guide to help you get started and 2024 is no exception!
Click here to register for the webinar!
Are you feeling overwhelmed caring for a loved one and not sure where to turn? The Center for Financial Planning's Longevity Virtual Conference is here to help!
Click here to watch the conference on-demand.
View our upcoming events and webinars here!
Who We Serve
We now have two locations for your convenience in both Southfield and Brighton!
Your Center Team
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Resources
Financial Planning Resources
Money Centered Blog
Webinar Replays
Recognition
Forbes Best-in-State Wealth Advisors
Forbes America’s Top Women Wealth Advisors
Financial Times Best-in-State Advisors
Crain’s Cool Places to Work
InvestmentNews Best Places to Work for Financial Advisors
Forbes Best-in-State Wealth Advisors Forbes America’s Top Women Wealth Advisors Financial Times Best-in-State Advisors Crain’s Cool Places to Work InvestmentNews Best Places to Work for Financial Advisors
Community Involvement
Humble Design
Capuchin Soup Kitchen
Michigan Personal Finance Challenge
Learn more about The Center’s commitment to community service.
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