Best Estate Planning Services in Detroit

From the Business:GOODLIFE FINANCIAL SERVICES – I’m Padma Pothula, founder of Goodlife Financial Services. With over 12 years of experience in accounting, finance, and business mentoring, I specialize in helping families, individuals, and business owners protect income, grow wealth, and plan for a secure future. I believe in empowering people through education — not sales pressure. Over the years, I’ve guided countless clients in creating personalized strategies for retirement, income protection, tax efficiency, and wealth transfer. My mission is to help families achieve financial independence and live life with confidence. Our Services: Life Insurance (Term, IUL, Whole Life) • Retirement Planning & Tax-Free Income Strategies • Long-Term Care Insurance • 401(k) & IRA Rollovers • Annuities & Guaranteed Income Plans • Will & Trust Guidance • College Savings Plans • Financial Needs Analysis. Business Opportunity: I also mentor individuals nationwide who want to build a flexible career in the financial industry. Whether part-time or full-time, I provide full training, mentorship, and support to help you succeed.Read more

From the Business:S K C CPA LLC, a CPA firm providing accounting, book keeping services, tax preparation, payroll, auditing, business valuation and entity selection services.As your business partner, we will work with your business in building customized solutions matching your business needs. We are a fast growing business services company specializing in tax, payroll, business formation & business valuation. We serve businesses and individuals. Get your taxes done by qualified, reliable and trustworthy professionals and get an offer if you sign up today. Effective tax preparation and planning can help you to minimize your future tax liability. We can help you proactively manage both your personal and your business tax issues, including understanding how upcoming business opportunities impact your tax status and vice versa. Not all tax planning opportunities are readily apparent. By having us on your team, you are more likely to benefit from those opportunities. We understand how the latest federal, state and local tax legislation and other developments affect you and your business and we are constantly identifying new ways to reduce federal, state or local tax liabilities.Read more

From the Business:Our firm provides outstanding service to our clients because of our dedication to three underlying principles: professionalism, responsiveness, and quality. If you are looking for a blend of personal service and expertise, you have come to the right place! We offer a broad range of services for business owners, executives and independent professionals. Our rates are affordable. We are experienced and friendly.Whether we like it or not, today's tax laws are so complicated that filing a relatively simple return can be confusing. It is just too easy to overlook deductions and credits to which you are entitled. Even if you use a computer software program there's no substitute for the assistance of an experienced tax professional.We can also assist if you find yourself on the wrong side of the IRS. We're here to help you resolve your tax problems and put an end to the misery that the IRS can put you through.Read more

From the Business:

Srinivas Kompella is an experienced Financial Professional based in Dallas, Texas, dedicated to helping individuals, families, and small businesses achieve financial security and long-term success. With a client-first approach, Srinivas offers personalized financial strategies that align with each client’s goals and life stage With deep expertise in insurance, retirement planning, and wealth-building strategies, Srinivas helps clients navigate the complexities of financial decision-making with clarity and confidence.

From the Business:Master Your Taxes and Finances with NSKT Global: Expert Tax Preparation & Accounting Services Navigating the complex world of taxes doesn't have to be stressful. At NSKT Global, we offer comprehensive tax preparation and accounting services designed to simplify your finances, maximize your refunds, and minimize your stress. Led by Certified Tax Preparer Mr. Nikhil Mahajan and a team of experienced Enrolled Agents, we provide a personalized and reliable approach to all your individual and business tax needs. Here's how we can help you: Individuals: Stress-free Tax Preparation: We handle all types of individual tax returns, including Form 1040, 1040 NR, and state returns. Expert IRS Audit Support: Feeling overwhelmed by an IRS audit? Our team has the expertise to guide you through the process and protect your best interests. Strategic Tax Planning: Proactive planning helps you minimize your tax burden and maximize your wealth potential. Tax Advisory Services: Receive tailored advice on complex tax situations, investments, and retirement planning. Businesses: Partnership, S-Corp, C-Corp, and LLC Tax Returns: Our team is licensed to file Form 1120S, 1120, and 1065 for various business structures. Accounting and Bookkeeping Services: Stay organized and compliant with our comprehensive accounting solutions. Business Consulting: Receive expert guidance on tax implications, financial strategies, and growth opportunities. Why Choose NSKT Global? Experience & Expertise: Led by Mr. Nikhil Mahajan and a team of qualified professionals. Personalized Service: We take the time to understand your unique needs and goals. Technology-Driven: Utilize innovative tools for efficient and secure data management. Competitive Rates: Transparent pricing and flexible payment options. Nationwide Coverage: We serve clients in NY, NJ, CA, FL, IL, MA, PA, Washington, Boston, RI, and many other states. Don't let taxes get in the way of your success. Contact Us NowRead more

From the Business:Trident Financial Consultants, led by Alok Navapura, is a reputable financial advisory firm specializing in offering a broad range of financial services. With a focus on wealth management, investment planning, retirement solutions, tax optimization, and more, Trident Financial Consultants provides tailored financial strategies to help clients meet their unique goals. Alok Navapura brings years of experience and expertise to the table, ensuring that each client receives the right advice and solutions to navigate the complexities of their financial journey. Known for a client-first approach, the firm is committed to helping individuals and businesses achieve long-term financial stability and success through thoughtful planning and professional guidance.Read more

From the Business:Trillium Square Advisors LLC is a full service wealth management firm. We are fiduciary financial planners and can help you with your retirement or ongoing financial planning needs. We also help your business with setting up retirement plans and tax planning. We have extensive experience evaluating financial markets and investments. Our goal is to utilize this expertise in meeting the unique needs of our clients. Our practice is led by Sukesh Pai. Prior to founding Trillium Square Advisors, he served at QMS Capital Management LP and Morgan Stanley & Co. He is a holder of the Chartered Financial Analyst ® designation and has an MBA from Duke University where he was a Fuqua Scholar. We specialize in Retirement Planning, Cash Flow Analysis, College Education Planning, Financial Forecasts, Investment Management and Tax Planning.Read more

From the Business:My Reasons to become Financial Advisor are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our experience of personal finance, coupled with our successful track record as financial professionals, we can help people better prepare for the future. We offer comprehensive financial services under one roof so you can consolidate your finances and simplify your life. Securities offered through Avantax Investment ServiceSM, Member FINRA, SIPC. Investment advisory services offered through Avantax Advisory ServiceSM . Insurance services offered through an Avantax affiliated insurance agency. 3200 Olympus Blvd., Suite 100 Dallas, TX 75019. Money In A Nutshell Inc is not a broker/dealer and/or an investment adviser. Money In A Nutshell Inc and Avantax are not affiliated. Read more

From the Business:PAY Financial Services is one stop for all your accounting, taxation and financial consulting services with over 20 years’ experience. We are a full range financial services company providing incorporation, book keeping & accounting, costing, payroll processing, tax preparation, cash flow, budgeting, compilation and finance consulting. We cater to a wide variety of clients ranging from small to medium sized corporations to individuals. We are committed to provide a complete range of quality service on timely basis at affordable price. Read more

From the Business:Finfree is a next-generation platform that has made investing easier and more accessible than ever before. We are committed to promoting social investing. In this path, we want to produce solutions that exceed expectations and create new values tailor-made for investment enthusiasts. We are passionate about what we do and strive for excellence in all the services we offer. We are constantly trying to improve and renew our tools so that our users can stay one step ahead in their investment choices. We listen to and care about the feedback from all of our users. We always prioritize their needs and aim to exceed expectations. We believe we can achieve more by working together. That's why we're expanding our circle of knowledge with a community of analysts who share their knowledge and insights with our users. We are a newly formed financial services company that deals with life insurance, annuities, retirement income planning, and wills and trusts. We are interested in offering these financial services to the community and also making partners in other regions.Read more

From the Business:When it comes to preparing for the future it’s important to work with someone who has the foresight and proven experience to help you navigate life’s changes successfully. That’s where we come in. Whether you’re just starting out, growing your family, getting ready for retirement, or looking for a way to protect all that you’ve worked for, our Agents can help you find the right solutions to make the most of today, tomorrow, and the years to come. For all of life's milestones, we're here for you, your family, and your business. An increasing number will offer our clients comprehensive financial planning services, especially for clients approaching retirement .For more details kindly contact me. Thanks!Read more

From the Business:In 1981, our founder Navneet S. Chugh moved from his native India to the United States. He was driven to make a difference in his new home. Mr. Chugh had a passion for strategic thinking and adding value to businesses. This drive led him to found Chugh CPAs, LLP in 1985 in Cerritos, CA. Our team started off small, with steady growth based on an early reputation as a top provider of medical practice accounting. Since our start more than 30 years ago, we have expanded to serve clients across a diverse array of industries, from information technology to retail. In 1997, Mr. Chugh founded our full-service sister law firm. Today, we employ over 200 staff members and serve corporate clients across a wide array of industries. Our team of dedicated Certified Public Accountants have an intricate understanding of the complexities of your accounting needs. Chugh CPAs, LLP regularly assists our clients on issues regarding Tax Filings, Tax Planning, Tax Consulting, Accounting, Audit & Assurances, and more. The scope of our involvement with our clients extends to day-to-day affairs where we counsel clients on accounting and business needs on a microscopic level. We distill complex information into easy to understand key points so that our clients can focus on operating a successful business. Our clients have come to rely on our seamless service and know that they can contact our firm day or night for customized solutions to any problem.Read more

From the Business:I am a trusted Financial Services Provider in Houston, TX. I specialize in College Planning, Estate Planning and Retirement Planning.Read more

From the Business:World Financial Group offers a leading financial services platform and experience to help pursue your financial goals. No matter your life story, our tailored approach to planning for retirement will meet you where you are and address your specific goals. And for entrepreneurial-minded individuals looking to grow wealth on their terms, our turnkey system and experienced leadership can help you build your own business by supporting the needs of others. We help make the dream of financial independence possible for all those in our communities across North America.Read more

From the Business:We are a full-service Accounting firm licensed in IL. We offer a broad range of services for business owners, executives, and independent professionals. We are affordable, experienced, and friendly. We'd like to provide you with an opportunity to get to know our staff as well as our firm's values before you come to see us. Read more