The Financial Planning Company

The Financial Planning Company is a financial planner in Detroit, MI, located at 220 S Main St. It holds a rating of 5.00 based on 35 reviews. The firm provides investment management, financial planning, and retirement planning services to individuals, families, and 401(k) plans. As a fee-only fiduciary registered investment advisor, the firm is paid exclusively by its clients. Founded in 2016 by Brewster Smith, the company utilizes an evidence-based investing approach to build globally diversified, low-cost investment portfolios. The firm exclusively uses low-cost fund families such as Vanguard and Dimensional Fund Advisors. To promote stability while minimizing taxes and trading costs, the firm performs quarterly portfolio rebalancing. Financial planning services are offered to all investment management clients to help define goals, create investment strategies, and implement action plans. The firm is led by Brewster Smith and partner Carr Cavender. Smith has worked as a research analyst at FIG Partners Investment Bank in Chicago, a stock analyst at Southern Cross Equities in Sydney, Australia, and a financial analyst at UBS and Diversified Portfolios in Bloomfield Hills, Michigan. Cavender completed the Wharton School of Business Private Wealth Management Program and has experience in asset allocation and manager performance within the private equity and hedge fund space.

BizScoreAI awards The Financial Planning Company a Performance score of 88 out of 100, which reflects fast website loading speeds that keep visitors engaged and support search engine ranking. The firm also receives a Discoverability score of 75 out of 100, confirming that AI crawlers can access all pages, which is the essential first step for AI assistants to recommend the business.

Services:

• Estate Planning
• Investment Management
• Retirement Planning
• Tax Efficient Asset Placement
• Wealth Building