Harbor Light Planning LLC Employee Directory

Financial ServicesMichigan, United States0-1 Employees

Harbor Light Planning is a comprehensive, Fee-Only, goal-based personal financial planning firm located in Wixom, Michigan. Specializing in taxes, investment allocation, estate planning, retirement planning, and goal attainment, Harbor Light has been providing clients with holistic financial advice for over a decade. It's senior staff member has over 25 years of experience.

Harbor Light Planning specializes in working with middle income individuals and families. Our main objective is to assist our clients in defining and obtaining their life and financial goals. We do not limit our client demographics by age, income or net worth. As long as you have goals to achieve and are willing to do the work to make them come to fruition, you are eligible to interview to become a client. 

Our decision making planners have achieved widely respected industry certifications of CERTIFIED FINANCIAL ADVISOR (CFP) and Enrolled Agent (EA). Our client facing support staff have defined paths to gain knowledge through supporting the senior planners and are enrolled in ongoing education to achieve their certifications.

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