Financial Planning | Exchange Capital Management

If you're planning for retirement...

We'll provide guidance on how much to save, how to reduce complexity, and how to establish an optimal risk level: all based on your unique behavior and retirement goals.

If you're already retired...

We'll keep you on track, managing your income and planning for future generations. Hit the links, we'll hit the books.

If you switch jobs...

We’ll help you make decisions and execute a plan. You can even send us your detailed job offer and benefits package for a second opinion!

If you start a family...

We’ll update your financial plan, help invest in your child’s future, and make sure your family is adequately protected.

If the market goes down...

We're prepared. We act as a barrier between your anxieties and your investments. Unlike most investors, we don't respond to market volatility based on temporary emotions. We believe in sticking it out for the long haul and taking actions based strictly on data.

If you're not sure what to save for...

We have a team of financial experts to assist with goal planning and allocation guidance.

If you receive an inheritance...

We understand the challenge of coping with the loss of a loved one and trying to make important financial decisions in such an emotional time. We'll help you make smart financial decisions that'll guide you toward your goals.

If you're planning to buy a second home...

We’ll work with you to develop a plan that adheres to both your short-term and long-term goals.

If you're concerned about your parent's finances...

We’ll discuss noninvasive strategies to assist your parents in their financial journey, while protecting their financial independence.

If you want to make charitable donations...

We’ll help you plan out your gifts and contributions without having to change your lifestyle.

Personalized advice for your goals.

Whatever your needs, we've got you covered.

Fully Invested With Our Clients

$500,000

Minimum Account Size

30

Years of Serving Our Clients

$600M+

Total Assets Under Management

We're here for all of life's moments.

Not Just an Advisor. A Team.

Know What You're Paying

Start planning for your future.

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Exchange Capital Management, Inc.

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