Mercer Advisors - Livonia

Lotus Financial Services, situated in Monroe, MI, specializes in providing comprehensive financial planning solutions. As trusted financial planners, they are dedicated to helping clients achieve their financial goals through personalized and strategic financial advice. Whether you're planning for retirement, investing for the future, or managing your finances, Lotus Financial Services offers the expertise and guidance you need for financial success.

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.

Welcome to Financial & Tax Planning, Inc in Flint, MI, where you'll find a wealth of information in the form of newsletters, articles, calculators, and research reports. Financial & Tax Planning, Inc hopes your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this website to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.