Enhance Your Financial Future
Whether you’re planning for retirement, managing your investments, or securing your legacy, we’re here to help you every step of the way.
Schedule a Free ConsultationWe Listen to Your Story
Before offering any advice, we take the time to understand your unique goals, challenges, and dreams. We believe that financial planning should always start with listening—because your story matters.
Personalized Solutions
We don’t believe in one-size-fits-all plans. Instead, we develop strategies tailored to your specific needs and goals, giving you a clear and actionable path to achieve financial security.
Transparent Guidance
We provide honest, transparent, and straightforward advice with no hidden fees or confusing jargon. You’ll always know exactly what to expect, so you can make informed decisions with confidence.
Support at Every Step
Financial planning isn’t a one-time event—it’s a journey. As your needs change and evolve, we’re here to adjust your plan and ensure it continues to work for you and your family.
Events with Velfling Financial
Get real, in-person insights that help you take control of your financial future. Our complimentary, live in-person events aren’t just about information—they’re about connection, real conversations, and strategies you can put to use right away.
In a relaxed, no-pressure setting, we break down essential topics like tax-free retirement income, investment protection, and wealth planning, making sure you leave with actionable knowledge that genuinely fits your life and goals.
EXPlORE Upcoming Events
Portfolio Risk Management
Safeguard your investments with our Portfolio Risk Management services. We help you navigate market volatility with strategies tailored to protect your wealth and secure your financial future.
Advanced Income & Tax Planning
Optimize your retirement income and minimize taxes with our Advanced Income & Tax Planning. Our customized strategies ensure you keep more of your hard-earned money.
Estate & Legacy Planning
Preserve your wealth and protect your family’s future with our comprehensive Estate & Legacy Planning services. We help you build a lasting financial legacy.
Long-Term Care Planning
Prepare for the unexpected with our Long-Term Care Planning. We provide solutions that protect your assets while ensuring you have the care you need in later years.
Why Michigan Families Choose Us
We know that managing your finances isn’t just about numbers—it’s about your family’s future. You’ll find us by your side, offering clarity in decisions and confidence in every step you take.
Steven Velfling, Founder & Owner
Enhance Your Knowledge
Financial Literacy Blog
Protecting Your Portfolio from Market Volatility
Planning for Healthcare Costs in Retirement: Why It’s Critical
Tax-Smart Retirement: Strategies for Minimizing Your Tax Burden
