Integrated Tax & Financial Planning

Experienced asset management, financial planning and retirement specialists

Taxes are a reality.  Taxes represent one of the largest annual expenses for individuals living in the United States. While often just accepted as a part of life, this hands-off approach to tax planning causes taxpayers to lose thousands of their hard-earned dollars each year.  Rehmann’s tax planning focuses on identifying the right combination of tax saving strategies for your situation.
 
Given the ever-changing nature of the tax code, your wealth plan needs to be reviewed regularly to ensure that after-tax returns are the focus.
  • Federal, state and local income tax planning and preparation
  • Customized tax consulting, planning and minimization strategies
  • Tax-aware asset management
  • Estate tax minimization strategies
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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Keith Harder
CFP® 
Financial Planning 
989.799.9580 
Full biography
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Bryan Pukoff
CPA, JD 
Tax 
248.458.7050
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Steve Armstrong
JD, LLM 
Estate Planning 
616.975.4100
Full biography