We believe true financial freedom creates the foundation for pursuing both achievement and joy, helping our clients find the perfect balance between securing tomorrow and living fully today. Through thoughtful collaboration, we help build futures where success and happiness thrive together.
The passion of our financial advisors is to help people find their own vision of true wealth. That means helping you define what true wealth looks like for you, putting a plan in place to help you pursue your vision, then helping you maintain the true wealth you achieve.
At Two Bird Wealth Strategies, we’re all about helping you plan for the future with confidence. Our Ann Arbor based team is here to offer experienced guidance, personalized strategies, and a down-to-earth approach to wealth management. Get to know the people who are ready to support you every step of the way.
Tell us a little more about your investment objectives and level of comfort with risk.
The S&P 500 slipped 0.5% last Wednesday after the Fed hiked interest rates for the first time in three years, but a late-week bounce left the index essentially flat for the week, down less than 0.1%. The Fed moved its benchmark interest rate up 0.25% (25 basis...
In this week’s Glass Half Full, Carson Group’s Ryan Detrick, Chief Market Strategist, and Sonu Varghese, Chief Macro Strategist, tackle the big question after the Fed’s surprise move: Will rate hikes kill the bull market? The Fed raised rates by 0.25% to...
I’m not one to usually worry about government debt, but I believe we have a problem, folks. Inflation is elevated and AI needs a ton of capital to finance its buildout, both of which would normally raise the cost of capital, i.e. interest rates. But on top of that,...
A financial advisor or wealth strategist helps individuals and families make decisions about their finances by providing guidance on investments, retirement planning, tax strategy, and long term financial goals. Depending on the scope of services, an advisor may also assist with estate planning coordination, risk management, and business financial planning. Many people work with a financial advisor to bring structure and clarity to their overall financial strategy.
A financial planner typically focuses on long term financial planning, such as retirement strategies, cash flow planning, and goal based financial modeling. A financial advisor is a broader term that may include both financial planning and investment management. In practice, many professionals provide both services, so it is often helpful to understand the full scope of what an advisor offers rather than focusing only on the title.
A fiduciary financial advisor is required to act in the best interests of their clients when providing financial advice. This generally means recommendations are made based on the client’s goals and financial situation rather than commissions or product incentives. Many individuals prefer working with a fiduciary advisor because of this standard of care.
Choosing a financial advisor involves evaluating several factors, including experience, services offered, fee structure, and communication style. It can also be helpful to confirm whether the advisor acts as a fiduciary and how they approach financial planning. For individuals in Ann Arbor, working with a local advisor may provide additional insight into regional financial considerations and allow for more personalized communication.
The cost of working with a financial advisor can vary depending on the services provided and the advisor’s compensation structure. Some advisors charge a percentage of assets under management, while others may charge flat fees or hourly rates. It is important to ask how fees are structured and what services are included so you can understand how the relationship aligns with your needs.
