Lotus Financial Services

Once your investments reach $500,000, the way you manage your portfolio needs to evolve. Work with an EP Wealth Advisor who knows you and understands your goals to create a financial plan which prepares you to invest in the markets, and gives the proper context for your investments so you can make prudent decisions no matter where you are in the market cycle.

Specialized solutions for: Retirement planning, women business owners, multi-generational succession planning, concentrated stock options, divorce, and dependents with special needs, among others. Deep experience working with: C-suite professionals, engineers, technology leaders, entrepreneurs, physicians, and many other professions. We're proud that nearly half of our client-facing team firm-wide are women.

SpecialtiesFull Service Accounting & Consulting Firm Gross, Puckey, Gruel & Roof, P.C. is a full service accounting and consulting firm with offices in Jackson and Adrian, Michigan. Our planning and problem solving abilities, along with our professional skills in the tax and compliance areas, have help many businesses and individuals prosper. Many people use our tax planning and preparation services, and estate, financial and retirement planning services as their situations change over the years. Any change in lifestyle, such as marriage, the birth of a child or grandchild or inheritance, can also signal a need for financial advice. All of our dealings with clients are held in the strictest of confidence. We do not disclose to anyone information obtained in the course of our engagement. Working with other advisors is often necessary. While working with others, your authorization is required before we disclose any information.