Comprehensive financial planning and wealth management for busy executive professionals
We are a financial planning firm that specializes in working with corporate executives in the engineering and technology fields.
…Because you have better things to do than worry about your money.
No B.S.
Some of the other guys like to hear themselves talk. We’re not going to waste your time with meeting after meeting without getting anywhere.
We’re here to get to the point and help you develop your financial plan so you can start making smart choices about your money.
Fiduciary
When we act as your Investment Advisor Representative, we also act as your Fiduciary - We’re here to do what’s in your best interest. Period.
No stuff you don’t need. No high-commission, high-fee products that don’t make sense for your financial plan.
High Tech
No generic, computer generated robo-advice.
We use smart technology to help enhance the conversations we have with you about your money.
The CERTIFIED FINANCIAL PLANNER™ certification is the standard of excellence for financial planners. CFP® professionals have met extensive training and experience requirements and commit to CFP Board's ethical standards that require them to put their clients' interests first.
2021-2023 Five Star Wealth Manager Award, created by Five Star Professional. The 2023 award was presented in May 2023 based on data gathered within 12 months preceding the issue date. 3,550 Detroit-area advisors were considered, 312 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. For more information, please visit www.fivestarprofessional.com.
The Certified Plan Fiduciary Advisor (CPFA®) credential — developed by some of the nation’s leading advisors and retirement plan experts — demonstrates knowledge, expertise, and commitment to working with retirement plans.
Plan advisors who earn their CPFA® demonstrate the expertise required to act as a plan fiduciary or help plan fiduciaries manage their roles and responsibilities.
the alpha plan™
If you’re like most people, you’ve gathered a collection of financial “stuff” over the years. We will help you get this stuff organized and develop a plan so you can start making smart choices about your money.
If you’re starting from scratch, or have already done some planning in the past, we’ll help you pull it all together.
the alpha plan™
One time fee: $1195
Organize and evaluate your current financial position
Develop and implement a cash flow plan
Review and define your financial goals
Automate your savings
Optimize your investment strategy
Review risks to your plan and how to manage
Review strategies to minimize your taxes
Answer all of your money related questions
the alpha plan™ for business owners
One time fee: $1695
all of the alpha plan™ features, plus:
Incorporate your business into your personal plan
Business structure review - LLC, S-Corp, C-Corp - what’s best for you?
Review strategies to to maximize deductions and minimize taxes
Employee benefit and retention strategies
Succession planning strategies
our planning process
Interested in the alpha plan™? Learn more about how we will work together to help you achieve your goals.
Alpha plan wealth management™
You’ve done the alpha plan™, now what?
Ongoing wealth management for clients who have completed the alpha plan™
Want to learn more?
Schedule a no-obligation consultation call:
What our clients are saying…
Over the years, Steve Grogan has been instrumental in providing me with expert financial advice and exceptional service in various areas such as estate planning, investment portfolio, insurance, trust management, and retirement planning.
I have found Steve to be incredibly sincere, trustworthy, and committed to helping me achieve my financial goals. His extensive knowledge, attention to detail, and unwavering dedication have been invaluable to me. He has consistently demonstrated an ability to understand my unique financial situation and offer tailored solutions that have helped me to secure my financial future.
Furthermore, beyond his professionalism, I have come to consider Steve a true friend. His easy-going and approachable demeanor have made working with him a pleasure. He takes a genuine interest in his clients' lives and is always willing to listen and offer valuable advice when needed.
In summary, I wholeheartedly recommend Steve as a wealth manager. He has the expertise, experience, and personal touch that make him exceptional at his job. I have no doubt that he will be an invaluable asset to your financial journey.- Paul B., Tech Executive
The statement was provided 04/27/2023 by Paul B. who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.