top of page
CLIENT LOGIN
ABOUT
Our Story
Our Team
Our Mission
Client Stories
FINANCIAL PLANNING
Comprehensive Financial Planning
Our Planning Process
WEALTH MANAGEMENT
INSIGHTS
Quarterly Market Review
Blog
Helpful Sites
Credit Freeze
SUBSCRIBE
CONTACT
Call Us
Holistic Wealth Blog
All Posts
Wealth Redefined
Wealth Protection
Wealth Transfer
Investment Management
Tax Optimization
Our Lives
Video Content
Ryan M. Vogel, CFP®
Apr 20, 2022
4 min read
At Times Like These, You Have More Control Than You Think
Brenden Leese, CFP®
Apr 13, 2022
5 min read
College Saving Considerations
Ryan A. Dunn, CFP®
Mar 30, 2022
4 min read
March Madness Investing Lessons
Robert Dunn, CFP®
Mar 23, 2022
5 min read
Which Type of Advisor Is Right for You?
Novi Wealth Partners
Dec 30, 2021
7 min read
A Year In Review: Top Novi Blogs of 2021
Daniel H. Satz, MS, CFP®
Dec 22, 2021
5 min read
Is Now the Time to Consider Used or Electric Cars?
Brenden Leese, CFP®
Dec 14, 2021
4 min read
Do Health Savings Accounts Make Sense for You (and Your Adult Children)?
Robert Dunn, CFP®
Dec 9, 2021
5 min read
Are You Vulnerable to Ghost Taxes?
7
8
9
10
11
HOME
ABOUT
Our Team
Our Story
Our Mission
Client Stories
FINANCIAL PLANNING
Comprehensive Financial Planning
Our Planning Process
WEALTH MANAGEMENT
INSIGHTS
Quarterly Market Review
Blog
Helpful Sites
SUBSCRIBE
CONTACT
CLIENT LOGIN
bottom of page
