Financial planner Sitarski Wealth Management of Raymond James 350 S Main St #100, Ann Arbor, MI 48104

Our Services

At Sitarski Wealth Management, we offer a wide range of financial services, including:

• Investment Planning
• Retirement Planning
• Wealth Management
• Tax Planning Strategies
• Estate Planning

When you choose to work with us, you can expect a personalized approach that aligns with your financial objectives. We start by understanding your current financial situation, discussing your goals, and devising a plan that works for you.

What to Expect at Your Consultation

Your initial consultation is an opportunity for us to understand your financial needs and goals. Please bring the following documents to help us get started:

• Recent financial statements
• Tax returns from the last two years
• Investment account statements
• Any existing estate planning documents

To find our office, visit Google Maps.

Frequently Asked Questions

• What is a financial planner?A financial planner helps you develop a strategy for managing your finances, including budgeting, saving, and investing.
• How do I know if I need a financial planner?If you're unsure about your financial goals or how to achieve them, a financial planner can provide guidance and expertise.
• What should I expect from my first meeting?Your first meeting will focus on understanding your financial situation and discussing your goals.
• How are financial planners compensated?Compensation can vary; some planners charge a flat fee, while others may earn a commission based on the products they sell.
• Can I meet with a financial planner remotely?Yes, many financial planners offer virtual consultations to accommodate clients' schedules and preferences.
• How often should I meet with my financial planner?It is recommended to meet at least annually, but you may want to schedule more frequent meetings during significant life changes.