Costello Financial Planning

Costello Financial Planning is a financial planner in Ann Arbor, Michigan. The firm provides time-tested financial advice to successful families across the country, specializing in investment management, proactive tax planning, and retirement planning. Their services include portfolio design, tax-loss harvesting, Roth conversion planning, and evaluating major financial events such as business sales or inheritances. The firm holds a 5.00 rating.

The firm utilizes an integrated wealth approach by combining the expertise of a Certified Financial Planner™ professional and a Certified Public Accountant. This method is designed to bridge the gap between investment management and tax strategy, ensuring that decisions regarding retirement income, Social Security, and asset allocation are viewed as a single, cohesive conversation. As a fee-only firm, Costello Financial Planning does not sell products or receive commissions. Since 2007, the team has employed a consultative process to develop customized recommendations and globally diversified portfolios tailored to each client's unique risk tolerance and long-term goals.

Located on E Liberty St, the office is situated near the intersection of South Main Street and West Liberty Street. The area is also close to the Allen Creek.

The business maintains well-documented information online and features a website that is well-optimized for search engines.

Costello Financial Planning provides families with a coordinated approach to managing wealth and navigating complex financial decisions in Ann Arbor.