Center for Financial Planning, Inc.®

Center for Financial Planning, Inc.® is a financial planner in Detroit, Michigan, serving individuals and families through coordinated financial planning, investment guidance, and a team-based approach to long-term decision-making and life transitions. The firm specializes in retirement planning, tax strategy, investment management, and navigating major life changes such as retirement, inheritance, or the loss of a spouse. It serves clients approaching retirement, those recently retired, and individuals managing emerging or high net worth wealth. The firm emphasizes longevity planning, ensuring income sustainability and healthcare considerations are integrated into long-term strategies. With a 5.00 rating based on one review, it is recognized for its client-focused service and comprehensive planning.

The firm’s approach centers on creating a unified financial plan that connects retirement, investments, taxes, and personal goals. It offers specialized services for different life stages, including emerging wealth, high net worth individuals, and those transitioning into retirement. The team includes certified financial planners who work collaboratively to provide personalized guidance. Educational resources are available through webinars and on-demand conferences covering topics such as Social Security, college savings, and caregiver well-being. Clients are supported through a structured process that emphasizes informed decisions and ongoing course correction.

Located at 24800 Denso Drive, Suite 300 in Southfield, Michigan, the firm occupies a dedicated office space on Denso Drive, situated near the intersection with Telegraph Road. The building is the second on the right after entering from Telegraph, accessible via a third driveway on the right. The office features an open, vibrant design with ample natural light and modern finishes, supporting a collaborative work environment.

The firm is distinguished by its thorough, well-documented online presence and a website optimized for clarity and accessibility. It maintains a strong reputation for client service, consistent planning, and long-standing community engagement, reflected in its recognition as a Cool Place to Work in Michigan for nine consecutive years. Its team-based model and commitment to client education reinforce its standing as a trusted advisor in Detroit’s financial planning landscape.

As a leading financial planner in Detroit, Center for Financial Planning, Inc.® stands out for its personalized, comprehensive approach to wealth management and life transitions.