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Investment Services

This is about more than just financial planning and investment guidance, although we specialize in both. This is about solidifying your financial future. Our CPA firm can steer you in the direction of your dreams.

Our clients can feel more confident and peaceful when they know where they stand financially and begin to actively manage their money rather than letting it manage them. We get to know our clients’ financial needs and goals so we can recommend personalized investment strategies for retirement planning, trusts and estate planning, employee benefits, and more.

Nisha helps you preserve the financial welfare of you and your employees. Before we make any recommendations, we get to know the intricacies of your current financial situation and then formulate practical solutions that are designed to help you reach your goals.


The investment services we offer to small businesses and individuals include:

  • Retirement Counseling
  • Investment Services
  • Life & Disability Income Insurance
  • Estate Planning
  • Business Continuation Programs
  • Executive Bonus Plans
  • Employee Benefits

Your future is important to us. Call us at 248-655-7040 to set up an appointment or request a complimentary consultation online today to discuss your questions and find out how working with a CPA firm and devoted financial advisor can help you gain better control over your finances.