ONE PLAN. EVERY MOVING PART.
Your Biggest Financial Decisions
Deserve a Coordinated Plan.
For people whose finances outgrew simple answers.
Our clients have already built something: a company, a senior career, a clinical practice. What they need now is a plan that connects every moving part from compensation or business value, to protection, investments, and what they leave behind.
We coordinate with your CPA and attorney, model the trade-offs in plain language, and stay with you through the transition and the years after it.
FINANCIAL SERVICES
Coordinated planning across every part of your balance sheet.
Business & Exit Planning
Pre-sale planning and net-proceeds analysis
Business continuation funding
Key person insurance
Executive compensation funding
Group benefits
Executive & Equity Compensation
Stock options, RSUs, and ESPPs
Concentrated position strategies
Non-qualified deferred compensation
Managed money accounts
Income & Asset Protection
Disability income insurance
Life insurance
Long-term care insurance
Retirement & Wealth Transfer
Retirement income planning and annuities
Practice and small-business retirement plans
Asset management
Estate planning strategies
GET STARTED
Let’s talk about where you want to go.
Your first meeting is complimentary and confidential. Tell us what decision is in front of you and we’ll reach out within one business day.
We’ll contact you to schedule a time that works.
We meet in person in Troy, by video, or in ASL.
You leave with clear next steps, whether or not we work together.
Office 101 West Big Beaver Road, Suite 705, Troy, MI 48084
Phone 248-308-6770
Email ty.thorpe@prudential.com