A Disciplined Approach Focused On Adding Value To Out Clients' Lives
2270 Jolly Oak Rd. Suite 2 Okemos, MI 48864 (517) 347-4337
41000 W. Seven Mile Rd. Suite 211 Northville, MI 48167 (248) 735-2444
5154 Miller Road, Suite G Flint, MI 48507 (800) 804-0420
In 2005 both Brandon Carter and Ron Thompson’s youngest son Trevor wrestled at Central Michigan University. At the time neither Brandon nor Trevor knew the expertise and depth that each of their family businesses contained. This chance encounter with two fathers in the stands cheering on their sons has led to a promising partnership in which the foundation of Financial Strategies Group is built. Providing financial expertise and estate planning to the many families and business owners across the state of Michigan.
At Financial Strategies Group we have one goal in mind. That is to provide the best possible experience for you, the client. We can achieve this goal in a number of different ways but always take the time to understand your expectations and objectives as well as continually advancing our education as advisors. We are proud to have 3 advisers who hold CERTIFIED FINANCIAL PLANNER® designation and 3 who hold the Chartered Financial Consultant® designation. We as a firm strive to provide the highest level experience for the client.