First Name
Steve
Last Name
Grogan
Email
steve@planwithatticus.com
Phone Number
586-588-9449
Personal Summary
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
Company
Atticus Wealth Management
Title
Owner
Industry
Finance
Office Locations
51863 Schoenherr Road, Suite 102 | Shelby Township, MI 48315
Church
St. Peter Macomb
Key Search Words
Financial Planning
Investments
Insurance
Retirement
Benefits
Cities or States Served
Michigan
Ohio
Florida
Texas
Massachusetts
Connecticut
Christian
CBC members
This Business & Bible Group meets the 1st & 3rd Wednesday of the month at 1892 E Auburn Rd, Rochester Hills, MI 48307. Start time is 9 am. Please cont…
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