Financial Planning

Effective management of financial affairs requires extensive knowledge, organization, and constant vigilance. Our firm provides a complete range of consulting and advisory services to help with the complexities of financial planning. We truly care about our clients and strive to form lasting relationships with each of them - providing beneficial information, access to a wealth of resources, and a proactive stance in serving each client's needs. Our financial planning services include: 


-Investment Consulting 
-Financial Planning
-Retirement Planning 
-Estate and Business Succession Planning 
-Estate Tax Planning
-Insurance Consulting

STAY IN TOUCH!

We would be happy to assist you in reaching your financial goals. 

Mt Pleasant
619 S Mission St
Mt Pleasant, MI 48858
Phone: (989) 772-4673
Fax: (989) 772-6371
Midland
2927 Manor Dr
Midland, MI 48640
Phone: (989) 832-7833
Fax: (989) 631-1509
Canadian Lakes
10024 Buchanan Rd
Stanwood, MI 49346
Phone: (231) 972-7178
 
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© 2020 by Blystone & Bailey CPAs, PC