FinPlan-AccMan

Financial Planning & Account Management

Research Based Fiduciary Planning & Management

In our quest to provide the very best high level, researched based, professional management service, it was necessary to set off in our own direction. On that journey we built a company steadfastly rooted in the belief that an investment advisor should always act as a fiduciary by doing the right thing, at the right time and for the right reasons.

Our clients don’t choose us because of a fancy advertising campaign or because they recognize a cookie-cutter franchise on the corner. They choose us because they believe in what we stand for and they trust us to keep our word.

Our unbiased professional investment management is based on solid research and a thorough understanding of your individual goals and risk tolerance.  The investment plan we design for you is monitored and revised as investments, markets, and your personal situation change.

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Learn how StraightLine can be of service to you

Let us help you establish your organization as a leader in providing for the financial security of your employees. StraightLine also provides professional account management for individuals with 401(k), 403(b) and 457 retirement accounts. We manage the account for you – making changes to allocations as needed. We also offer an advice-only management option. Please let us know your needs and we’ll get right back to you and provide you with “straight” answers to your questions.

Corporate Headquarters: 165 Kirts Blvd., Suite 100 • Troy, MI 48084
Local / 248.269.8366 • Toll Free / 877.EDU.403b • Email: info@straightline.com

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