Andreas F. Shick
CFP®, EA, TPCP®Financial Advisor
Financial Advisors in Grand Blanc, MI
At Savant Wealth Management, our Grand Blanc, MI, advisors can help you make personalized financial decisions so you can work toward your long-term goals. As a fee-only, independent firm located at 5225 E. Cook Road, we uphold fiduciary standards by offering objective advice that prioritizes your needs. No matter where you are on your financial journey, our team can help bring deep experience and insight to the table.
We typically partner with individuals and families who have $750,000 or more in investable assets, as well as those approaching meaningful financial milestones such as retirement, a business transition, or an inheritance. Our advisors focus on building strategies that evolve with your needs over time. If you’re looking for a financial advisor in Grand Blanc, you can schedule a call to start a conversation with our team.
Why Work with a Financial Advisor in Grand Blanc, MI, at Savant?
Choosing a financial advisor is about more than proximity. It’s about working with a team that provides objective guidance and puts your interests first. At Savant Wealth Management, our Grand Blanc advisors operate as fiduciaries and follow a fee-only model, helping align our recommendations with your long-term financial goals.
Our approach to financial planning is comprehensive and integrated. We connect investment management, tax strategies, retirement planning, and estate considerations into a cohesive plan, helping you make more informed decisions across every stage of life.
Working with a Grand Blanc-based advisor also provides the benefit of ongoing, relationship-driven support. As your goals and financial situation evolve, your strategy can adapt with them, helping you stay on track over time.
Financial Services Offered at Our Grand Blanc Office
Our Grand Blanc office provides access to a wide array of comprehensive financial services that address many areas of your financial life. If you’re looking for retirement strategies, investment management, or tax and estate planning, we created our offerings to help support your changing needs. Explore the service categories below to find the right fit for your long-term goals.
Meet Our Grand Blanc Financial Advisors
The advisors at our Grand Blanc office combine years of industry expertise with a strong commitment to client-focused service. Guided by fiduciary principles, they work closely with individuals and families to create tailored financial strategies that reflect personal goals and values. They strive to build each relationship with trust, transparency, and a dedication to helping clients move forward with clarity.
Kenneth R. Duetsch II
CFP®, CFA®, MBAManaging Partner / Financial Advisor
Stephen M. Schiestel
CFA®, MBAInvestment Advisor Representative
Savant's Financial Views & News | Grand Blanc, MI
Why Fiduciary Financial Planning Matters for Grand Blanc Households
When it comes to managing your finances, advice matters. Financial advisors may operate under different regulatory standards, which can affect how advice is delivered. For households in Grand Blanc, Michigan, understanding the difference between types of financial advisors can play a key role in long-term outcomes. Choosing a fiduciary financial advisor in Grand Blanc, MI, means working with someone who must […]
Retirement Planning for Grand Blanc Residents Nearing Retirement
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How Grand Blanc Families Can Plan for Multigenerational Wealth
Plan multigenerational wealth in Grand Blanc, MI, with strategies for trusts, gifting, and estate planning that support your family’s long-term goals.
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Upcoming Webinars
Working on Your Own Terms: A Guide to Semi-Retirement
July 29 | 1:00 PM CTA New Approach to Retirement – Consider a flexible path between work and retirement. Best for those with $750K+ in investable assets.
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How Taxes Impact Your Retirement Plan
August 5 | 1:00 PM CTTaxes and Your Retirement – Lear how tax rules may shape retirement income. Best for those with $750K+ in retirement savings.
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You've Inherited Wealth: Now What?
August 12 | 1:00 PM CTNavigating an Inheritance – Inherited $1M+? Explore tax, estate, and financial considerations related to managing inherited wealth.
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Webinars On Demand
Did you miss our latest webinar? Do you like to do video learning on your own time? Catch our webinars on demand here or watch some of our “Ask an Advisor” series of videos for financial wisdom, available to you – anytime!
Watch NowFAQs About Financial Advisors in Grand Blanc, MI
What should I look for in a financial advisor in Grand Blanc, MI?
When choosing a financial advisor in Grand Blanc, we believe it’s important to consider someone who acts as a fiduciary, offers transparent pricing, and provides comprehensive financial planning services aligned with your goals.
What does it mean to work with a fiduciary financial advisor?
A fiduciary financial advisor is legally required to act in your best interests. This means providing recommendations that prioritize your financial well-being and long-term objectives.
What is a fee-only financial advisor?
A fee-only financial advisor is compensated directly by clients rather than through commissions on financial products.
Who is a good fit for wealth management services?
Wealth management services are often a good fit for individuals and families with more complex financial needs, including those managing investments, preparing for retirement, or navigating major financial events.
What services do financial advisors in Grand Blanc offer?
Financial advisors in Grand Blanc typically provide services such as investment management, retirement planning, tax strategies, and estate planning, helping create a coordinated financial strategy.
Can a financial advisor help with retirement planning?
Yes, financial advisors help you prepare for retirement by evaluating your current savings, projecting future income needs, and building a strategy to support your lifestyle.
How often should I meet with a financial advisor?
Many clients meet with their advisor at least once or twice per year, with additional check-ins during major life or financial changes to ensure their plan stays aligned.
Is working with a local financial advisor important?
Working with a local Grand Blanc advisor can make it easier to build a relationship and have in-person conversations, while also providing more personalized, accessible support.
What’s included in a comprehensive financial plan?
A comprehensive financial plan typically includes investment strategy, retirement planning, tax considerations, estate planning, and risk management, all working together toward your goals.
How do I get started with a financial advisor in Grand Blanc, MI?
Getting started usually begins with an introductory conversation to review your goals and financial situation. From there, your advisor can outline a personalized plan and next steps.
Connect with a Financial Advisor in Grand Blanc, MI, Today
Whether you’re planning for retirement, managing investments, or looking for objective financial guidance, our Grand Blanc team is here to help. Call our office at 810.354.9008 to get started, or schedule a consultation to learn how our fiduciary advisors can help you build a strategy aligned with your long-term goals.
Financial Planning Tools and Resources for Grand Blanc, MI, Residents
Strong financial decisions start with the right resources. Our Grand Blanc team can provide access to curated tools, checklists, and insights to help you evaluate your current strategy and identify new opportunities. Whether you’re refining your retirement plan or strengthening your overall financial approach, these resources are designed to support your next steps.
