ONE PLAN. EVERY MOVING PART.
Your Biggest Financial Decisions
Deserve a Coordinated Plan.
For people whose finances outgrew simple answers.
Our clients have already built something: a company, a senior career, a clinical practice. What they need now is a plan that connects every moving part from compensation or business value, to protection, investments, and what they leave behind.
We coordinate with your CPA and attorney, model the trade-offs in plain language, and stay with you every step of the way.
FINANCIAL SERVICES
Coordinated planning across every part of your balance sheet.
Investments & Retirement
Asset management
Equity compensation (RSUs, ESPPs, stock rewards)
Retirement income planning
RMD strategies
Concentrated stock position strategies
Business Planning
Pre-sale planning and net-proceeds analysis
Business continuation funding
Key person insurance
Executive compensation funding
Group benefits
Retirement plans
Income & Asset Protection
Disability income insurance
Life insurance
Long-term care insurance
Umbrella insurance
Tax & Estate Planning
Estate planning strategies
Gifting strategies
Family wealth preservation & transfer
Coordination with your CPA and attorney
GET STARTED
Let’s talk about where you want to go.
Your first meeting is complimentary and confidential. Tell us what decision is in front of you and we’ll reach out within one business day.
We’ll contact you to schedule a time that works.
We meet in person in Troy, by video, or in ASL.
You leave with clear next steps, whether or not we work together.
Office 101 West Big Beaver Road, Suite 705, Troy, MI 48084
Phone 248-308-6770
Email ty.thorpe@prudential.com