Broker Check

About Us

 Committed To Exceptional Financial Guidance

Welcome to Premier Financial Planning, your experienced financial advisory services firm firm based in Brighton, MI. Since our establishment in 2010, we have been dedicated to providing respected financial guidance and support to individuals and families, helping them navigate the complexities of life while pursuing their dreams.

Client Centered

We believe in being more than just a financial advisory services firm. Our team strives to be a dash of delight in every interaction, ensuring that our clients and teammates experience our genuine passion for their success. We cultivate strong relationships built on trust, diligence, integrity, and confidentiality. Our experienced professionals understand that financial matters can be overwhelming, which is why we are committed to being diligent stewards of our clients' financial well-being. We take the time to listen, understand, and tailor our services to meet their unique needs. By expanding our knowledge and continuously seeking innovative avenues, we stay at the forefront of the ever-changing financial landscape.

Navigating Financial Obstacles Together

At Premier Financial Planning, our mission is to provide financial leadership to families as they maneuver through the obstacles of life. We recognize that each family's journey is unique, and we are dedicated to helping them overcome financial challenges and achieve their goals. 

We believe in the power of education and sharing knowledge. By empowering our clients with the necessary tools and understanding, we enable them to make informed decisions about their financial future. We champion transformation, guiding our clients towards financial independence and helping them create a legacy that lasts for generations. Our team is passionate about what we do, and we continuously seek ways to say "YES" to our clients' needs. We are committed to going above and beyond, exceeding expectations, and delivering unparalleled service.

A Look Into Our Process

We have developed a comprehensive process that guides our clients towards financial success. Our goal is to provide you with a clear roadmap to achieve your financial goals and secure your future.

Step One:
Discovery

During the discovery phase, we take the time to get to know you, your financial objectives, and your aspirations. Through in-depth discussions and careful analysis, we gain insight into your current financial situation, risk tolerance, and long-term goals. This allows us to lay the foundation for a personalized strategy that aligns with your needs.

Step Two:
Plan & Strategize

Our experienced team of financial advisors will analyze the information gathered during the discovery phase and develop a comprehensive financial plan tailored to your specific needs. We take into account various aspects of your financial life, including investments, retirement planning, tax optimization, estate planning, and risk management. Our goal is to create a holistic plan that considers all relevant factors and maximizes your financial potential.

Step Three:
Implement

After finalizing the financial plan, we move into the implementation phase. Our team of dedicated professionals will work closely with you to execute the plan, ensuring that all necessary steps are taken to set you on the path to success. We handle the paperwork, coordinate with relevant parties, and monitor the progress of each implementation step.

Step Four:
Review

We understand that life is dynamic, and circumstances can change. Therefore, we schedule periodic reviews to assess the progress of your financial plan and make any necessary adjustments. During these reviews, we evaluate the performance of your investments, assess changes in your personal or financial situation, and ensure that your plan remains aligned with your goals. Our commitment to you extends beyond the initial implementation. We are dedicated to building a long-term partnership and being your trusted advisor throughout your financial journey.

Let Premier Financial Planning be your trusted partner in achieving financial success. Together, we can navigate the obstacles of life and turn your dreams into reality. Contact us today to take the next step towards securing your financial future.

Meet the Team

Kathleen L. Aksten

Kathleen L. Aksten

LPL Investment Advisor Representative

810-229-1959

810-229-1949

Danielle Henry

Danielle Henry

LPL Investment Advisor Representative and Client Services

810-229-1959

810-229-1949

Ryan Hamlin

Ryan Hamlin

LPL Investment Advisor Representative

810-229-1959

810-229-1949

Michelle Joseph

Michelle Joseph

LPL Investment Advisor Representative

810-229-1959

810-229-1949

Jessica Keilman

Jessica Keilman

Administrative Assistant

810-229-1959

810-229-1949

Cindy Guagliardo

Cindy Guagliardo

Administrative Assistant

810-229-1959

810-229-1949