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Who We Serve
When it feels like life's moving a mile a minute, we'll make sure you (and your finances) are headed in the right direction.
The Pieces of Your Financial Life are Meant to Fit Together.
But you still need a plan to connect them.
A significant life event is happening. Or, perhaps, it’s already happened.
A Big Career
Change
Inheriting a Loved One’s Estate
Separating from a Spouse
The Sale of a Business
Big moments like these change your wealth picture.
Every decision you make now carries consequences, impacting everything from taxes to your readiness for retirement.
More than ever, you need to know:
How can I best manage my tax bill today and across my lifetime?
Can I still retire on time, or do I need to reconsider?
Will my portfolio be protected when the markets trend down?
What’s the best way to manage a serious windfall?
If something happens to me, is my family financially protected?
How We Help
What feels like a single moment often sets off a chain reaction across every part of your financial life.
Our team of CERTIFIED FINANCIAL PLANNER™ professionals shares decades of experience walking clients through life’s biggest transitions.
As your steady guide and champion for success, we help slow down the decision-making process, giving you the breathing room to evaluate your options and make thoughtful, forward-focused decisions with the full picture in mind. You keep focusing on life’s important moments, and we’ll be here supporting you every step of the way.
Our Services
Everything you need, under one roof. Work With Us
Does This Sound Like You?
The Center for Financial Planning empowers individuals and families experiencing a significant transition, often around retirement. Clients come to us concerned about making the right decisions, as we help them consider the long-term impact from every angle.
Approaching Retirement
You’re within 5–10 years of retirement and want to understand where you stand and what decisions matter most.
Recently Retired
You’ve made the transition and want to organize income, investments, and tax decisions.
Navigating a Transition
You’re experiencing a change such as selling a business, losing a spouse, or receiving an inheritance.
Every Question Deserves a Confident Answer, Centered On You
Ready to learn more about how we can help?
Schedule a no pressure consultation with our team today.
Our Strengths
Why families have trusted The Center for four decades.
Life Transition Guides
Let’s face it, the only thing consistent in life is change. Rest assured, life changes don t have to be intimidating. Whether it be preparing for retirement, changing jobs, relocating a home, selling a business, surviving the death of a loved one, or going through a divorce, we ve helped countless clients in the times they needed it most. We re also ready to help your children and grandchildren through the growing stages of life like education, marriage, home ownership, expanding families, or managing businesses.
We are here to help you feel empowered to navigate life transitions with confidence.
We Strive to Do Financial Planning Right
Over the last four decades, we ve refined our time tested process to provide clients with the highest level of consistency and reliability as they work towards achieving their stated financial goals.
Financial Planning Done Right addresses all the factors that our clients lives such as: planning for financial independence and recreating a tax efficient retirement paycheck; reviewing your tax return annually and ongoing proactive tax planning; understanding your estate plan and how your investments and accounts should be constructed; strategizing for how to best meet your charitable and legacy giving goals; assessing the risks in your life and if any management strategies should be put in place; collaborating with the other professionals in your life; and so much more.
Clients benefit from a dedicated lead advisor with the technical excellence to shepherd and leverage the full use of the firm s resources. Additionally, we have a leading lineup of subject specialists and professionals with technical knowledge expertise that work together collaboratively. A coordinated approach among our talented team gives us the people power to offer you expansive in house services and a truly comprehensive financial planning experience.
Our Generation for Your Generations:
Experienced Legacy Builders What does Our Generations for Your Generations mean? It means we ve done this before! The Center is approaching 40 years in business and we have seen it all from 1987 s Black Monday to 2020 s global pandemic. Through each event, we ve managed to help clients reach their financial goals, including helping hundreds of clients prepare for and transition into retirement through the market s ups and downs. Our team-based approach to planning harnesses decades of cumulative experience.
It also means we ll be there for you, through the generations. We are currently on our third generation of company ownership at The Center. Simply put, we know how to keep a good thing going! We are skilled at evolving over time and utilizing a team-based business model to secure our company s future. We have a deep bench of skilled professionals ready to walk alongside you through the years. Luckily, that skill doesn t stop with the advisor and company succession; it extends into our philosophy for managing YOUR resources. We can help transfer family wealth from one generation to the next so that many years down the line, your family will still be benefitting from partnering with us.
OUR HISTORY
Four decades of showing up for our clients.
From a three person practice in 1985 to a third generation of ownership every milestone below was reached alongside the families we serve.
Click on the years to explore our journey
Our Stats
1985 - 2025
Frequently Asked Questions
Before you reach out, here's what to expect.
How is this different from working with an advisor long-term?
This is a one-time consultation. You’ll receive a structured review and clear next steps to consider, but there’s no ongoing commitment.
What will I walk away with?
You’ll leave with an overview of where you stand, along with a set of practical next steps you can consider implementing on your own.
Who is this best suited for?
This is designed for individuals nearing retirement who want guidance and a plan, but aren’t ready to engage in a long-term financial relationship.
How much does it cost?
The consultation fee will be discussed and agreed upon on a one-on-one basis prior to engagement.
Get In Touch
We invite you to experience the heartfelt and personable nature of The Center by giving us a call, or sending us an email.
Give us call
248.948.7900
Send us an email