Financial planner Integrated Fiduciary Advisory Services 40950 Woodward Ave # 350, Bloomfield Hills, MI 48304

Integrated Fiduciary Advisory Services, located at 40950 Woodward Ave #350 in Bloomfield Hills, MI, specializes in comprehensive financial planning tailored to your unique needs. Our team of experienced financial planners is dedicated to providing fiduciary guidance, ensuring that your best interests are at the forefront of every decision. Whether you need assistance with retirement planning, investment strategies, or overall financial management, we're here to help you achieve your financial goals. To learn more or to schedule a consultation, call us at (248) 952-9054 or visit our website at integratedfas.com.

Services Offered

  • Retirement Planning
  • Investment Management
  • Estate Planning
  • Tax Planning
  • Financial Goal Setting

How Engagements Work

At Integrated Fiduciary Advisory Services, we believe in a personalized approach to financial planning. During your initial consultation, we will discuss your financial situation, goals, and any specific concerns you may have. From there, we will create a tailored plan that aligns with your objectives and risk tolerance.

What to Bring

When you come in for your consultation, please bring any relevant financial documents, such as:

  • Current investment and retirement account statements
  • Tax returns from the past two years
  • Pay stubs or income statements
  • Any existing estate planning documents

Frequently Asked Questions

What is a fiduciary financial planner?
A fiduciary financial planner is legally obligated to act in your best interests, providing unbiased advice and guidance.

How do I know if I need a financial planner?
If you have complex financial situations, such as investments, retirement planning, or estate planning, a financial planner can help you navigate these areas effectively.

What is the typical fee structure for financial planning services?
Fee structures can vary but may include hourly rates, flat fees, or a percentage of assets under management. We can discuss this during your consultation.

Can I meet with a financial planner virtually?
Yes, we offer virtual consultations to accommodate your needs and preferences.

How often should I meet with my financial planner?
It’s advisable to meet at least annually, or more frequently if your financial situation changes significantly.

What types of clients do you typically work with?
We work with individuals, families, and business owners seeking comprehensive financial planning services.

Is there a minimum investment required to work with a financial planner?
Some planners have minimum investment requirements, but we can discuss options that fit your situation during your consultation.

How do I get started?
To get started, simply call us at (248) 952-9054 to schedule your initial consultation.

Informational only — not legal, financial, or insurance advice.

 

Financial planner Integrated Fiduciary Advisory Services
40950 Woodward Ave # 350, Bloomfield Hills, MI 48304
(248) 952-9054
http://www.integratedfas.com/

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