Rochester Hills
Proudly Serving Rochester Hills
Rochester Hills
1055 E South Blvd
Suite 230
Rochester Hills, MI 48307
Buckingham Strategic Wealth’s Rochester Hills team works hard every day to bring you peace of mind. We understand that financial planning is about more than finances — it’s about helping clients preserve and grow their assets in a way that meets their personal goals. Our role is to help you stay calm, strategic and focused on the challenges of whatever happens in financial markets. We act as an accountability partner and coach keenly focused on your goals.
Our team has provided advisory services since 2000, previously as LifePlan Financial Advisory Group, before joining Buckingham Strategic Wealth in 2023. As fiduciary advisors, we help you create goals, saving and spending strategies, estate planning, tax efficiency, charitable giving, college planning and more. By tapping into Buckingham’s vast resources, we constantly monitor all components of your financial plan to help you achieve financial success.
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What’s it like to become a Buckingham client? Download our "Experience Is Everything" brochure to learn more.
Enjoy some of our latest resources
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October 02, 2024
Social Security Benefits: 5 Things Married Couples Should Know
In this session, Chief Planning Officer Jeffrey Levine will demystify some of the complexity surrounding Social Security benefits and help couples make informed decisions.
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October 01, 2024
Are Risk and Return Always Related?
A fundamental principle of investing is the risk-return tradeoff. When you accept more risk, you should expect higher rewards. But is this always true? In this episode of Buckingham Perspectives, Chief Investment Officer Kevin Grogan explains how this concept can help guide your investing decisions.
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September 23, 2024
How to Align Your Charitable Giving With Your Values
Deciding whom to give to, when and how much is challenging until you have aligned your giving plan with your values. Wealth Advisor Tad Gray shares steps you can take to prepare your gifting intentions.
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