248-574-9073
Agile Wealth Partners is a holistic Modern Family Office located in Brighton , Michigan. We operate as fee-based, fiduciary, financial planners for our select businesses and families. Our proprietary planning process allows our clients the ability to be agile so they can achieve their version of independence.
OUR MISSION:
We dedicate ourselves to the select families we serve by partnering with them to create a plan that continuously evolves with your ever-changing life. As your partner we strive to help you gain the confidence surrounding your financial needs, so that you have clarity on what you’re doing and why you’re doing it, to help you achieve the financial independence you deserve.
OUR BELIEFS and VALUES:
We dedicate ourselves to the select families we serve by partnering with them to create a plan that continuously evolves with your ever-changing life. As your partner we strive to help you gain the confidence surrounding your financial needs, so that you have clarity on what you’re doing and why you’re doing it, to help you achieve the financial independence you deserve.
OUR BELIEFS and VALUES:
- We believe in The Agile Planning Process that protects and changes as your needs and priorities do
- We believe in holistic financial planning that allows you to adjust to whatever life may bring
- We believe we must be a fiduciary along with being knowledgeable, and experienced partners
- We believe we can help you achieve your version of financial independence
- We believe successful financial planning is knowing people and their choices -- not just numbers
- We believe you deserve to have confidence and conviction regarding your plan
- We believe in the importance of helping you protect your family
- We believe we can help you maximize income and minimize taxes
What does Agile Wealth Planning look like?
An Agile Wealth Plan is a holistic step by step continuous process that allows clients to tackle their actual needs. Starting with an intro and organization meeting followed up with strategic solution based planning that allows clients to prioritize their most pressing issues and opportunities. This allows our clients the ability to get closer to their version of Independence and the comfort and confidence they deserve.
We can also tell you what it isn't:
It is not a 25 page plan that is static and points out things that were only worth the paper it was printed on yesterday! Reaching financial independence is an ever moving, evolving equation that takes an agile partner who is willing to work with you to keep up.
OUR APPROACH:
What services do you need and what is the process?
Everyone's needs and situation is different; there are no two clients alike. So we treat you as a unique individual: we listen, we help you understand, and then together we create simple, clearly defined solutions tailored to your specific needs, so that you too can become financially independent. We have the expertise and knowledge to provide you with professional solutions as we take a prioritized approach through the main planning areas of Tax and Estate, Income Planning, and Investment Management.
OUR APPROACH:
What services do you need and what is the process?
Everyone's needs and situation is different; there are no two clients alike. So we treat you as a unique individual: we listen, we help you understand, and then together we create simple, clearly defined solutions tailored to your specific needs, so that you too can become financially independent. We have the expertise and knowledge to provide you with professional solutions as we take a prioritized approach through the main planning areas of Tax and Estate, Income Planning, and Investment Management.
Independence PlanningIt's not enough to just consider investments. The concerns of outliving your money, preparing for retirement and knowing the best strategies to optimize your retirement income are just a few of the many financial issues you may face. |
Tax and Estate Planning
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Investment Management
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Why is Financial Independence the goal?
Financial independence is when your resources, assets and mindset all align allowing you true comfort and more choice. Knowing you are on track to meet your long term goals allows you choices, like starting your own business, traveling the world or exploring deeper into a passion of yours , such as a favorite charity, increased time with family or a special hobby.
The difference between Independence and retirement is significant. Independence means you have the freedom to choose how you live your retirement, it doesn't mean stability is the most you can achieve during the latter years of life. This is our goal for you.
Financial independence is when your resources, assets and mindset all align allowing you true comfort and more choice. Knowing you are on track to meet your long term goals allows you choices, like starting your own business, traveling the world or exploring deeper into a passion of yours , such as a favorite charity, increased time with family or a special hobby.
The difference between Independence and retirement is significant. Independence means you have the freedom to choose how you live your retirement, it doesn't mean stability is the most you can achieve during the latter years of life. This is our goal for you.
Now that you know bit more about us, who we work with and how we work with clients, we hope you feel comfortable enough to take those first steps. We have found the best way to find out if we can work together is with an introductory call. If we like each other, share similar philosophies and expectations there is a good chance we can work together.
Please complete the form below and we will be in touch to set up our initial conversation. We look forward to hearing from you!
If you want direct access to the calendar go to bottom of this page, and click, take the first step button.
Please complete the form below and we will be in touch to set up our initial conversation. We look forward to hearing from you!
If you want direct access to the calendar go to bottom of this page, and click, take the first step button.
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We are your Partner because it takes more than one. More than just us, more than just you!
Our top two factors when working with a new client:
1. A true partner, we understand that when you need something we provide it, when we need something it is reciprocated.
2. We both agree there is an actual need for our high touch fiduciary fee based planning and investment process and you are excited and eager to work on your wealth.
1. A true partner, we understand that when you need something we provide it, when we need something it is reciprocated.
2. We both agree there is an actual need for our high touch fiduciary fee based planning and investment process and you are excited and eager to work on your wealth.
we know planning really helps, it's an important and powerful tool. We also know it's not a fun thing to tackle. When we work together, it'll mean more, it resonates and makes more sense. It will then be easier to tackle the bite sized tasks that we will create that are part of a larger overall plan.
In the end you will have the feeling of control and the comfort that comes along with planning for your future!
Investment advisory services performed by Agile Wealth LLC. a registered investment adviser in the state of Michigan. The adviser may transact
business in states where it is appropriately registered, or where it is excluded or exempted from registration. Information presented is for educational purposes only and is not an offer or solicitation for the sale or purchase of any securities or investment advisory services. Investments involve risk and are
not guaranteed. Be sure to consult with a qualified financial adviser or a tax professional before implementing any strategy discussed herein.
business in states where it is appropriately registered, or where it is excluded or exempted from registration. Information presented is for educational purposes only and is not an offer or solicitation for the sale or purchase of any securities or investment advisory services. Investments involve risk and are
not guaranteed. Be sure to consult with a qualified financial adviser or a tax professional before implementing any strategy discussed herein.
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