Individual & Business Financial Planning

Experienced asset management, financial planning and retirement specialists

The big picture.  Financial planning involves looking at the big picture to understand how the financial decisions you make now will impact your future. Whether your goal is to plan for retirement, transition your business, efficiently transfer wealth between generations or make a positive impact on a personal organization or charity, Rehmann can help you develop a strategy designed to meet your goals. 

Securities offered through Royal Alliance Associates, member FINRA/SIPC. Investment advisory services offered through Rehmann Financial, an SEC Registered Investment Advisor not affiliated with Royal Alliance Associates.

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Joe Heider
JD, ChFC®, CLU® 
Financial Planning 
440.250.7960 
Full biography
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Mike Bozimowski
JD, MST, CMI 
State & Local Tax 
248.579.1100
Full biography
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Heidi Bolger
CPA/ABV, CFFA, CMAP 
Business Transitions 
989.797.8306
Full biography