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Integrated Tax & Financial Planning
Capital Management
Asset Allocation Portfolios
Customized Fixed Income Portfolios
Investment Research & Due Diligence
New Economy Asset Management
Tax-Aware Asset Management - Rehmann UMA
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Estate Planning
Individual & Business Financial Planning
Integrated Tax & Financial Planning
Risk Management & Insurance
Experienced asset management, financial planning and retirement specialists
Services
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.
Keith Harder
CFP®
Financial Planning
989.799.9580
Bryan Pukoff
CPA, JD
Tax
248.458.7050
Steve Armstrong
JD, LLM
Estate Planning
616.975.4100