Harbor Light Planning LLC Employee Directory

Financial ServicesMichigan, United States1 Employees

Harbor Light Planning LLC is a fee-only personal financial planning firm based in Wixom, Michigan. The firm offers comprehensive, goal-based financial guidance with an emphasis on taxes, investment allocation, estate planning, retirement planning, and helping clients achieve specified objectives. It serves middle-income individuals and families, aiming to help them define and reach life and financial goals, regardless of age, income, or net worth. The organization emphasizes professional credentials among its planners, with senior advisers holding certifications such as CFP and Enrolled Agent, while client-facing staff support ongoing education to advance toward these credentials. The company has positioned itself within the financial services industry as a boutique planning practice focused on holistic, sustained planning rather than transactional services, and it has been providing advisory services for over a decade.

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