Financial Planning & Investment Management
For Individuals and Businesses in Ann Arbor, MI & Beyond
At Boardwalk Wealth Management, we strive to act as your partner in planning as you organize and enhance your financial picture. As someone with unique goals, you require personalization in terms of managing your money - which is where we come in.
Our Services
Investment Management
Financial Planning
Risk Management
College Planning
Cash Flow Planning
Company 401(k) Plans
Clients We Serve
Small Business Owners
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Small Business Owners
As someone who has built their business, you know how difficult it can be to effectively balance your personal finances with those of your company. Whether you’re a doctor, dentist or another healthcare practitioner, you’re dedicated to your career and the clients you regularly work with.
HOW WE HELP
- Designing a 401(k) plan for your business and your employees
- Identifying service providers that align with your interests
- Educating plan participants on their options and details involved with their plans
- Assessing your retirement plan as you finish your residency and prepare for the road ahead
Affluent Individuals & Families
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Affluent Individuals & Families
While we’re open to working with anyone, regardless of the amount of wealth they have, we often work with high-net-worth individuals who have distinct financial needs. Above all else, we strive to connect as your partner as we learn about the goals that are most important to you. We’ll collaborate with you to develop a plan to align your finances with the goals you have in mind.
HOW WE HELP
- Creating a long-term financial plan
- Empowering you to live within your means
- Protecting you and your loved ones for generations to come
- Building a diversified portfolio of quality investments
Pre-Retirees & Retirees
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Pre-Retirees & Retirees
Determining when you’re financially ready to retire can be a daunting, and often complex, task. From making sure that you have enough saved to addressing your insurance questions, you need someone you can trust. Alternatively, as someone currently in retirement, we want to help ensure you can enjoy it to the fullest extent.
HOW WE HELP
- Developing a tailored retirement plan that incorporates the details that make you, you
- Analyzing withdrawal strategies with tax efficiency in mind
- Collaborating with other professionals you may be working with, such as attorneys, to review or develop an estate plan
- Reviewing your savings accounts and employer-sponsored retirement benefits
Here’s What You Can Expect
From Our Relationship:
Step 1
Discover
We invite you to connect with us in person or virtually, depending on your needs, preference and location. Our conversation will begin by getting to know you, answering any questions you may have about our firm and establishing what value we can apply to your financial goals.
Step 2
Gather
Next, we’ll gather any relevant data and further analyze your financial situation. By developing a clear picture of your needs, assets and risk tolerance, we’re able to begin designing a personalized plan for both you and your loved ones.
Step 3
Design
Our team will take into account your current goals, aspirations for the road ahead and what your current financial picture looks like as we design and present a financial strategy. Rather than selling unnecessary products, we strive to build a plan that is based on your needs and what you aspire to achieve.
Step 4
Implement & Monitor
Once implemented, we will periodically review your plan and encourage you to contact us as much, or as little, as you need to remain confident. We’ll connect with you to make necessary adjustments and work together to keep your plan on track.