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© 2019 Advize Wealth Management PLLC. All Rights Reserved.

455 E. Eisenhower Pkwy

Suite 300

Ann Arbor, MI  48108

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COLIN'S COLUMN

WEALTH BUILDING

FINANCIAL PLANNER SERVICES

To help you start building wealth

WHERE THE HELL TO START SAVING?!

COMPLICATED 401(K), 403(B), & COMPANY STOCK OPTIONS

BUDGETING (WELL STILL HAVING FUN TODAY)

REDUCE TAXES

MORTGAGE, STUDENT LOAN & DEBT ANALYSIS

START SAVING FOR CHILDREN EDUCATION

FEEL CONFIDENT & IN CONTROL!

Financial Planning Process

Organize

Where are you today?

Bring your shoe box of financial documents and we'll help you make sense of it all.

Strategize

Where do you hope to be?

We will have a detailed discussion about what success means to you and how to get there.

Implement

Turn dreams into goals.

We will create actionable steps and investment portfolios best suited to your goals.

Evaluate

Measure and adjust.

Life changes, let's make sure we are always acting toward the realization of your goals.

Investment Management

Philosophy 

Successful investing is the result of proactive planning; unsuccessful investing is the result of reactive panic. 

By taking the time to understand your goals we can build a portfolio and investment strategy tailored to your needs, capacity for risk, and time horizon. We believe that investors who develop a written plan have a better chance of avoiding mistakes and therefore higher probability of success.

Ideology

Our portfolios follow the evidence suggested by decades of academic research and Nobel Prize laureates.

 

These portfolios consist only of passive low-cost ETFs designed to keep up with globally diversified market performance. Given that nobody can consistently outperform the markets with any level of certainty, we focus on the things we can control -  behavior. 

READY TO START BUILDING WEALTH?

The FIRST STEP is to schedule a FREE 15-minute introductory call to see if we are a good fit to work together.