Benzinga

Founded in 1981, Flexible Plan Investments is a turnkey asset management program based in Bloomfield Hills, MI, specializing in dynamic risk management and multi-strategy diversification for financial advisers. With a dedicated team of 80 professionals, the firm offers a variety of actively managed strategies across equity, debt, and alternative asset classes, enabling advisers to create diversified portfolios within a single account. As early pioneers in separately managed accounts, Flexible Plan Investments emphasizes innovation and flexibility to adapt to changing market environments. Their OnTarget Investing tool assists advisers in setting realistic benchmarks for clients, enhancing client retention and value through comprehensive support services. Generated from the website

Burns Investment Group, with headquarters in Bloomfield Hills, MI, offers personalized wealth management services to help clients define their individual financial goals. With additional offices in Chicago, Naples, and Lebanon, the firm provides a range of investment options through Hightower Securities, LLC, and Hightower Advisors, LLC. Specializing in assisting clients in discovering their financial balance, Burns Investment Group is dedicated to building strong relationships and working collaboratively to achieve long-term prosperity. Through their SEC registered investment adviser status, the company aims to provide comprehensive financial solutions tailored to each client's unique needs.Generated from the website

We’re a family-owned, independent firm based in Clarkston, Michigan. We don’t sell products—we build plans, tailored to your life, your goals, and your future. Since 1998, our team handles investment management, retirement income planning, and tax-efficient strategies for individuals, families, and business owners. We don’t try to work with everyone—only those who value real partnerships over quick transactions. Our clients want clarity, not jargon. They want confidence, not confusion. And they want to work with someone who shows up for them—not just once, but for the long haul. Since 1998, I’ve met with thousands of clients across Michigan—helping them roll over 401(k)s, create retirement income strategies, convert to Roth IRAs, and navigate everything from business transitions to college funding and estate planning. I’ve been fortunate to be featured on Channel 12 News for my financial planning insights, and I currently serve as branch manager for both Brass Ring and ELGA Wealth Management. When I’m not doing that, you’ll find me on the soccer field, the rugby pitch, or occasionally skydiving, golfing, or swimming with sharks—because life’s too short to sit on the sidelines. I bring that same energy to every client relationship: all in, all heart, and always moving forward. If you're looking for a financial partner who listens, cares, and delivers, let’s talk. Reach for the Brass Ring—and let’s build something great together.