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Comprehensive Planning tailored to you

Our financial planning services are offered through Patrick Financial Group, located in Brighton. Our goal is to help you manage your investments and finances wisely, always with careful consideration of your personal risk tolerance.

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Guidance for Every Stage of Life

We offer our clients access to a range of actively managed, no-load portfolios, providing flexibility and choice to suit your unique goals.

Our planning philosophy centers on delivering ongoing value. We’re committed to building strong, personal relationships with our clients—supporting the creation, growth, and preservation of wealth every step of the way.

Our Areas of Expertise:

  • Investment and Financial Planning

  • 401K and Pension Rollovers

  • Life Insurance

  • Long Term Care

  • Elder Care Planning

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Build a Strong Future With Better Financial Planning

We work with you to simplify the process, reduce stress, and provide clarity at every step. Whether you’re preparing for retirement, protecting your family, or looking to grow your investments, our team is here to create a personalized plan that brings you confidence and peace of mind. Here’s what makes us the trusted choice for individuals and businesses across Michigan:

  • Personalized service for individuals and businesses
    Every client gets solutions tailored to their unique needs, no one-size-fits-all approach.

  • Transparent, upfront pricing
    Know what to expect, with clear, honest pricing from day one.

  • A responsive team that’s here for you
    Friendly, accessible professionals who are ready to answer your questions and support your goals.

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