What we do
Our Services.
Who We Are
Financial guidance built around you.
At Michigan First Wealth Management, our mission is to provide personalized financial planning tailored to your unique goals, needs, and circumstances. We are committed to building lasting relationships and offering thoughtful investment strategies designed to help you pursue your financial goals with confidence.
Our Services
How We Help.
Whether you're planning for retirement, building your investments, preparing for your family's future, or working toward another financial goal, our team can help you develop a strategy designed around what matters most to you.
Comprehensive Financial Planning
We look at your complete financial picture and help create a personalized plan that brings together your investments, retirement goals, income needs, family priorities, and other financial considerations.
Portfolio & Investment Management
We help build and manage an investment strategy based on your goals, timeline, and comfort with risk; we then regularly monitor and adjust as your needs change.
Retirement & Social Security Planning
We help you prepare for retirement with strategies for saving, Social Security, required distributions, and maximizing future earnings.
Corporate Retirement Solutions
We help businesses establish and manage retirement plans for employees – including 401(k)s, SEP IRAs, Simple IRAs, and other solutions
Family & Legacy Planning
We help you plan for the people and causes that matter the most – through life insurance, charitable giving, legacy planning, and protection for family members with special needs.
Education Planning
We help you develop a strategy for future education expenses using 529 plans and other funding options.
Our products
What We Offer.
Depending on your goals and financial plan, our team can help you explore a mix of investment, savings, retirement, and protection solutions.
Stocks
Investments that let you own a small part of a company and potentially grow your money over time.
Bonds
Investments that allow you to lend money to a company or government and earn interest in return.
Mutual Funds
Investments that pool your money with other investors to invest in a mix of stocks, bonds, or other assets.
ETFs (Exchange-Traded Funds)
A collection of investments, such as stocks or bonds, that you can buy and sell like a stock.
Fee-Only Portfolios
Professionally managed investments where you pay a fee for investment management rather than commissions on the investments selected.
Brokerage Accounts
Accounts that let you buy and sell investments such as stocks, bonds, mutual funds, and ETFs.
Money Markets
Lower-risk options that can help your money earn interest while keeping it relatively accessible.
CDs (Certificates of Deposit)
A savings option that earns a set interest rate when you leave your money deposited for a specific amount of time.
Annuities
Insurance products that can provide regular income, often during retirement.
Retirement Accounts
Accounts with tax advantages designed to help you save and invest for retirement.
Non-Retirement Accounts
Investment accounts that can help you save for goals outside of retirement.
UITs (Unit Investment Trusts)
Accounts that let you buy and sell investments such as stocks, bonds, mutual funds, and ETFs.
Structured Products
Investments whose potential return is tied to the performance of another investment or market.
Long-Term Care Insurance
Insurance that can help cover the cost of care at home, in assisted living, or in a nursing home.
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Get In Touch
Ready to explore what's
possible?
To serve our statewide Michigan demographic seamlessly, we maintain prominent local offices across multiple locations.