I help clients get their financial lives organized and develop a plan, so they can make smart choices about their money. I specialize in comprehensive financial planning for entrepreneurs, engineers, and executives. Clients that choose to work with me are typically concerned with balancing their current lifestyle while achieving their long-term goals. They worry about not doing everything they can to minimize taxes and optimize their investment strategies. They’re frustrated with all the noise and mixed information they receive from investment managers, insurance agents, accountants, consultants, television and more. My comprehensive planning process brings together years of experience with the latest technology to help you visualize and understand the impact of the financial decisions you are making, giving you clarity and confidence. Want to discuss how I can help you get organized and develop a plan, so you can make smart choices about your money? Schedule a no-obligation consultation call with me here: https://calendly.com/stevegrogan/consultation
Atticus Wealth Management
51863 Schoenherr Road, Suite 102 | Shelby Township, MI 48315
St. Peter Macomb
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