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Aaron K

CFP®

Calabasas, CA

Greenup Street Wealth Management LLC

Aaron Kirsch is a CERTIFIED FINANCIAL PLANNER™ professional and founding partner of GreenUp Wealth Management. He works primarily with individuals and couples who are approaching or living in retirement, helping them design financial plans that support both long-term security and a fulfilling retirement lifestyle. Aaron began his career in financial services in 2001 at a major Wall Street firm and has since worked with clients across a wide range of life stages, both at large institutions and through his own independent wealth management firm. This experience informs his comprehensive approach to financial planning, which integrates retirement income planning, investment management, tax-aware strategies, risk management, and estate planning considerations. He is the co-author of The Rewarding Retirement Workbook, a resource designed to help people think beyond the mechanics of retirement and focus on how they want to live during this stage of life. Aaron’s work emphasizes aligning financial decisions with personal values, priorities, and legacy goals. Aaron holds himself to fiduciary standards and takes a client-centered approach to planning, helping individuals and families navigate financial decisions with clarity and confidence as they transition into and through retirement.

General retirement planning Retirement income strategy General tax planning Wealth management General estate planning guidance Retired Executive Founder/Business Owner Consultant Self-Employed Approaching retirement Baby Boomers (Born 1946-1964) Gen X (Born 1965-1980) Life coaching / goal alignment

Top 30 financial advisors of 1,485 near 48188

Out of 400,000+ nationwide

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John L

CFP®

Van Buren Twp, MI

Bespoke Financial Planning, LLC

Staying on top of your personal finances can be daunting. I get it. Like everyone else, you have a family, a career, and a half dozen hobbies to which you’d love to devote more time. That’s great! Those are all important things, and you shouldn’t feel guilty about devoting time to those areas of life. But let’s be honest, it’s easy for your finances to get pushed to the background. Who really wants to spend their very limited free time writing out a budget, much less a five-year plan or a list of life goals! Do you feel that even if you had a spare moment to contemplate your financial well-being, you wouldn’t even know where to begin? Perfect! That’s where I come in. I want to help you de-mystify your finances. I want to help you get organized. It IS possible to be at peace with your finances. You don’t have to feel like you’re continuously playing catch-up. Let’s roll up our sleeves together and get started! Why? Because you DO have goals and dreams– and those dreams deserve a fighting chance! Together we’ll use a systematic and comprehensive approach to develop a plan that is completely tailored to you, to your life, and your needs. At Bespoke Planning, my standard of success is simple: to provide a bespoke planning experience that is tailored to each individual client. I’m not a mass market kind of guy. If you’re looking for a mass market experience, or you’re simply looking for an “investment guy,” I’m not it. As a financial planner, I truly love helping clients work through their most difficult financial issues so that they can achieve their goals and live their best life. My wife may think I’m crazy because I spend my free time reading through tax guides and countless blog posts on personal finance– but hey, I love what I do. I feel truly blessed to have found a career about which I am so passionate. I get to see people realize their dreams, mostly by helping them with a lot of the nerdy, nitty-gritty stuff that normal people find to be, quite frankly, super boring. Although the process can be challenging at times, I believe that the results will be richly rewarding! I want to hear you describe your vision of a meaningful life.

Dual Income Family FIRE (Financial Independence Retire Early) HENRY (High Earners, Not Rich Yet) Gen X (Born 1965-1980)
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John S

CFP®, Series 66

Woodhaven, MI

Edward Jones

College savings (529s, UTMA, etc.) Business ownership considerations Retirement income strategy Retirement withdrawal strategies General estate planning guidance Founder/Business Owner
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Corey W

Series 66

Northville, MI

Edward Jones

Retirement income strategy General estate planning guidance Executive Doctor or Medical Professional
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Randall C

Series 63, Series 65, Series 66

Dearborn, MI

Edward Jones

Retirement income strategy General retirement planning Wealth management Military & Veterans
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Steve C

CFP®, Series 63, Series 66

Farmington, MI

Edward Jones

Charitable giving & philanthropy General estate planning guidance Multi-generational wealth transfer General retirement planning LGBTQIA
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Rory K

Series 66

Canton, MI

Edward Jones

Retirement income strategy Divorce financial planning Business exit / sale strategy General estate planning guidance Wealth management
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Mark P

Series 66

South Lyon, MI

Edward Jones

Retirement income strategy General retirement planning Business ownership considerations Business exit / sale strategy Charitable giving & philanthropy Founder/Business Owner Religious/faith focused Values-based investing
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David S

CFP®, Series 63, Series 66

Canton, MI

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Wealth management General retirement planning Founder/Business Owner
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Ryan Y

Series 66

Plymouth, MI

Edward Jones

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Scott W

Series 63, Series 66

Canton, MI

Edward Jones

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