Agile Wealth Partners is a holistic financial planning firm. We offer services for businesses and families that help them achieve financial independence through income and tax planning, estate and protection planning, and asset and investment management. At Agile Wealth Partners we customize our services for each of our clients so you only pay for the services you need.
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:
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:
- We believe in holistic financial planning that allows you to adjust to whatever life may bring
- We believe we can help you achieve your version of financial independence
- We believe successful financial planning includes 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 plan to protect your family
- We believe we must be your fiduciary along with being knowledgeable, and experienced partners
- We believe we can help you maximize income and minimize taxes
- We believe in an agile plan that changes with your needs and priorities
|
|
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
|
Investment Management
|
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.
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.
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.
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.
HOME |
SERVICES |
CONTACT
|
CLIENT LOGIN |
