About Us

Our goal is to get you excited about your financial independence and interested in fee-only financial planning. The majority of people we work with came to us seeking financial independence, which has a different meaning for each of us. At Harbor Light Planning we believe financial independence is reached when we have the freedom to do what we want, when we want, without financial concerns. Even though financial independence is a goal for many of us, we feel that it’s the journey toward financial independence that really counts. It’s not just the destination. It’s not just about the money. It’s also about friends, family, adventure, achievement, health, integrity, spirituality, service, personal growth, wisdom, knowledge, and much more along the way.

By taking the right steps, it is possible for you to have a secure financial future. People who work with a fee-only financial advisor find that they accomplish the following:

  • They develop clear goals and a clear direction
  • They invest regularly in a fully diversified portfolio consistent with their risk tolerance
  • They adequately provide for their loved ones in the event of unforeseen circumstances
  • They pay off their consumer debt
  • They make planned tax moves to reduce the amount of taxes they are paying
  • By working with a fee-only financial advisor, you know that you are getting unbiased financial advice with no conflict of interest.

We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to email us at kelly@harborlightplanning.com or call us at (248) 344-9616. We look forward to hearing from you.

Harbor Light Planning, LLC is a Michigan Registered Investment Advisory Firm.

Contact us today.

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