(248) 254-3753 Our Wealth Management Services in Farmington Hills, MI Aim to Help You Feel Confident in Your Financial Strategy
Wealth management at Felhandler Financial is more than just investment advice. We are here to provide our clients with insights into our fiscal industry, develop investment strategies, and contribute comprehensive financial guidance. Keeping your current and future needs in mind, we create a consultative process based on your financial situation, goals, and risk tolerance.
At Felhandler Financial, our goal is for you to feel confident in your financial strategy. We have an extensive client base, years of experience, and the skills to communicate recommended actions to improve your plan's success. We will supply you with guidance in all areas of finance, including investment management, estate planning, accounting, and retirement planning.
Investment Management
Investing is about making the most of your money, no matter how much you have in the bank. At Felhandler Financial, we provide financial guidance to all clients regardless of account balance. Felhandler Financial offers our clients investment management strategies tailored specifically to fit each individual’s needs.
Our investment management system ensures our clients’ assets are appropriately maintained, accounted for, and well-utilized. Felhandler Financial will create and support your investment portfolio by buying and selling stocks and bonds and managing each allocation. We handle different financial assets—bonds, equities, commodities, and real estate—to ensure financial success.
Retirement Planning
It’s never too early or too late to start planning your retirement. Retirement planning is a lifelong process that accounts for your current financial situation, future expenses, liabilities, and life expectancy. With Felhandler Financial, we can assist you in making the necessary decisions to ensure your retirement fund is compensated.
When planning for your retirement, Felhandler Financial will discuss your current income and expenses, along with future goals, to determine which practical steps should be taken. From there, we will begin to implement a savings plan to help you reach your retirement goals.
Financial Planning
Maximize your potential by taking charge of your finances. Financial planning requires an understanding of where you are financially and where you want to be. From investing and saving for retirement to funding college or a new business, Felhandler Financial can help you implement a financial plan that works for your goals.
Based on your current financial situation and future expectations, we will create a personalized process to guide you through all the necessary financial decisions. Felhandler Financial wants to see you achieve financial stability, and we do our part to lead you to long-term security and success.
