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.
Cash Flow Planning
Company 401(k) Plans
Clients We Serve
Small Business Owners
Affluent Individuals & Families
Pre-Retirees & Retirees
Here’s What You Can Expect
From Our Relationship:
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.
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.
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.
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.