Financial Planning

You have goals for your future. We're here to help you achieve them. At Straight Path Wealth, we bring a comprehensive approach to financial planning, designed to help you make the very most out of your hard work. Our financial advisors will help you optimize your finances in every aspect, from confident, conscientious investing to tax and retirement planning.

WHY CHOOSE

FOR YOUR FINANCIAL PLANNING?

We are a team of financial experts, with a diverse range of credentials and years of experience. At Straight Path Wealth, we believe in providing complete advice and total transparency. Investment advice should not be given in a vacuum, and tax advice shouldn’t be given without knowing your entire financial picture. With our team of investment, financial planning, and tax experts, you can feel confident knowing you’re getting the very best advice. Here are just a few of the reasons to choose Straight Path for your financial planning:

Fun and Engaging

Historically financial planning has been lots of papers and boring presentations. At Straight Path we think it should be different. You shouldn't feel like you are going to the dentist You should feel excited about opportunities for your future and your financial journey

Complete Expertise

Our team is composed of highly credentialed professionals from a variety of backgrounds. With a variety of degrees and designations, you get comprehensive financial advice designed to improve every aspect of your financial plan.

Independent and Local

We've worked in West Michigan for over 15 years. As independent Registered Investment Advisors, we're here to help our community members - face-to-face.

Taxes

Financial Planning without taxes isn't really financial planning at all. Taxes can make or break a successful financial plan. We make sure you utilize every deduction and strategy available which can save you thousands of dollars every year.

Comprehensive Financial Planning That Supports You Now, and in the Future

Financial planning advice without integrated tax advice can cost you. At Straight Path Wealth, we believe that the best financial plans are comprehensive, and take every aspect of your personal finances into account. That’s why we offer more than just financial planning and investment advising. With investment, tax, estate and retirement experts all on our team, we’re here to build the financial plan that sets you up for confident success reaching your goals.

Retirement Planning

Retirement planning is a balance between your immediate goals and your goals for the future. Our financial advisors work to help you develop a financial plan that supports you now, and sets you up for a successful retirement plan as well. We also add a layer to our retirement planning process that most don't. By focusing on minimizing your taxes now with the investments you are making, and in the future when it's time to turn the savings into an income, we help maximize every dollar.

Investment Strategies

Your investments and investment strategies are a significant component of your overall financial plan and it is likely they will need to fund 30 or more years of a fun-filled retirement. Our investment advisors can help you develop an investment plan that complements your long-term financial plan, helping you reach your goals faster, while also allowing you to feel confident in the strategy put in place. Too many times, advisors do a poor job of explaining the strategies or investments, causing confusion and worry in investors. We work with you to make sure you understand, and are confident with the strategies inside your portfolio.

Tax Planning

Integrated tax advice is key to successful, smart financial planning. In fact, we don't believe you can do one without the other. With a robust staff of experienced CPAs, CFPs, Enrolled Agents, and tax practitioners, we can help you ensure you're expertly navigating the thorny terrain of taxes that can eat away at even the best financial plans.