Center for Financial Planning, Inc.®

A privately held wealth management firm helping you Live YOUR Plan™ through financial planning done right

[Center for Financial Planning, Inc.® @centerfinplan]

It's time to start thinking about the New Year and starting it off on the right foot...and what better way to accomplish this than by improving your financial health in 2024? 😊 https://t.co/hzbCZ8iQzQ

[Center for Financial Planning, Inc.® @centerfinplan]

Happy New Year everyone! 🥳✨A quick reminder that our office is closed today, but we'll be back before you know it tomorrow! 😁

[Center for Financial Planning, Inc.® @centerfinplan]

Looking for more information on retirement plan contributions and eligibility limits for 2024? Here are some additional updates that are worth keeping in mind. 💭 https://t.co/3xVP18R5Ta

[Center for Financial Planning, Inc.® @centerfinplan]

Merry Christmas, clients and friends! 🎄⛄ Our office will be closed today, but we're looking forward to serving you tomorrow when we return! 😁

[Center for Financial Planning, Inc.® @centerfinplan]

Take a peek inside Baldwin Society's 15th annual Holiday Hope event! You may just see some familiar Center faces who were amongst the volunteers 😉🤝 https://t.co/aAOkLdCsN7

[Center for Financial Planning, Inc.® @centerfinplan]

Transitions are simply a part of life! We are likely to have to adjust our plans many times over the course of our lifetimes. How effectively we deal with transitions will determine how successful our ultimate financial and life plans will be. ✔️ https://t.co/6uWMvD9UtN

[Center for Financial Planning, Inc.® @centerfinplan]

Happy 27th Center-Versary to Partner and CERTIFIED FINANCIAL PLANNER™, Matt Chope, CFP®! 😎

[Center for Financial Planning, Inc.® @centerfinplan]

Dementia can be a devastating diagnosis, but there are steps you can take to plan ahead. Learn about the early warning signs of dementia, what to do if you suspect a diagnosis, and how to create a legal, financial, and end-of-life plan. https://t.co/DPPWUOaAuh

[Center for Financial Planning, Inc.® @centerfinplan]

Happy 7th Center-Versary to CERTIFIED FINANCIAL PLANNER™, Josh Bitel, CFP®! 👏

[Center for Financial Planning, Inc.® @centerfinplan]

Our annual Team Appreciation Day took place at Emagine Theater in Royal Oak this past Friday. Center team members spent the afternoon bonding over food, drinks, and fun games together! 🎳🤗

[Center for Financial Planning, Inc.® @centerfinplan]

Planning your retirement savings goals for the New Year? You may be surprised by how much you can contribute in 2024. https://t.co/PGVyrpmtvS

[Center for Financial Planning, Inc.® @centerfinplan]

Have you registered for our "Year End Tax Opportunities" webinar? If not, there's still time! Join us TOMORROW at 11am to learn how to keep your financial wellness on track as we move into 2024. ✨ You don't want to miss this! https://t.co/aqdgpXkJX0

[Center for Financial Planning, Inc.® @centerfinplan]

Happy 24th Center-Versary to our Managing Partner and CERTIFIED FINANCIAL PLANNER™, Tim Wyman, CFP®, JD! 🤗

[Center for Financial Planning, Inc.® @centerfinplan]

Mark your calendars! 📅 Join Michael Brocavich, CFP®, MBA and Bob Ingram, CFP® ONE week from today to learn more about key reminders, takeaways, and potential opportunities to help you get organized before we enter the new year 🎇 https://t.co/PwWuKsbs57

[Center for Financial Planning, Inc.® @centerfinplan]

The biggest celebration of generosity, GivingTuesday, is celebrated annually on the last Tuesday of November. Learn more about this movement and how The Center participates in giving year-round! https://t.co/N5lDphIglj

[Center for Financial Planning, Inc.® @centerfinplan]

Happy Thanksgiving, Center clients and friends! 🍂 Our office will be closed today and tomorrow in observance of the holiday, but we'll be back to serve you on Monday, November 27th! 😁

[Center for Financial Planning, Inc.® @centerfinplan]

'Tis the season! ❄ And as another year comes to an end, we invite you to take a moment to reflect on 2023 and begin to prepare for 2024. So be sure to register for our upcoming "Year End Tax Opportunities" webinar happening on Dec. 6th! 👇 https://t.co/94DCwePoEZ

[Center for Financial Planning, Inc.® @centerfinplan]

It's a double whammy! Happy 4th Center-Versary to Associate Financial Planner II and CERTIFIED FINANCIAL PLANNER™, Kelsey Arvai, MBA, CFP®! 🎇

[Center for Financial Planning, Inc.® @centerfinplan]

Happy 13th Center-Versary to Senior Compliance Manager and Registered Principal, Amanda Toia! 😄

[Center for Financial Planning, Inc.® @centerfinplan]

Happy 1st Center-Versary to Client Service and Operations Associate, Jake Andrysiak! 💥