Investment and Financial Planning

A wealth management plan is built on goals, dreams, and a vision. A successful plan is one that utilizes expertise, and is developed through active client and advisor interaction.  We will work closely with you to develop a plan that addresses your priorities and is consistent with your goals. A good plan is not only about today, but also about achieving future success.

Through ongoing education, sound investment strategies, and a strong sense of teamwork, we create a dynamic partnership with each client that best guides their financial, investment, and insurance planning needs. We provide our clients with close personal attention, proactive monitoring, and protection of their interests.

To learn more about our investment and financial planning services, please complete the form below or call us to schedule a consultation.

Get In Touch

At Kutas & Associates, PC, we have been fulfilling the accounting and tax needs of clients throughout Michigan for years. If you need help managing any aspect of your personal or business finances, we want to hear from you!

Please fill out this form or call and let us know how we can be of service. We will schedule an initial consultation to determine how we can best serve you.

Thank you for visiting. We look forward to working with you!

Kutas & Associates, PC

6017 W. St. Joseph Hwy, Suite 201
Lansing, Michigan 48917
T: (517) 323-7508
F: (517) 323-0585

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