Business Details
Your Trusted Partner for Financial Planning Solutions
At Lovasco Consulting Group, we specialize in guiding organizations and individuals through complex financial decisions, both in and out of the workplace. Our team delivers tailored total rewards strategies to help businesses attract and retain top talent while providing individuals with personalized financial planning solutions for long-term security. With decades of combined experience, we simplify complexity through customized approaches, intentional transparency, and agile service. Our expertise spans employee benefits programs, retirement planning, compensation design, and advanced estate planning strategies.We prioritize extreme ownership of client outcomes, proactively addressing challenges before they impact our clients' goals. As an independently owned firm affiliated with M Financial Group, we maintain fiduciary oversight while offering conflict-free investment management and strategic tax planning services. Our process begins with active listening to create customized financial roadmaps that evolve with changing circumstances, ensuring clients achieve both personal and professional financial objectives.
Services
Employee Benefits
Retirement Planning
Compensation Design
Estate Planning
Tax Strategies
Business Succession
Investment Management
Wealth Preservation
Financial Roadmaps
Portfolio Optimization
Highlights and features
- We offer 60+ years of combined experience in financial and estate planning
- Our team provides customized solutions tailored to individual client goals
- We maintain fiduciary oversight for retirement and investment programs
- Our proactive approach anticipates and resolves financial challenges
- We deliver conflict-free investment management services with tax efficiency
What people say
Trusted partner
Excellent day-to-day service
Seasoned consultants
Personalized approach
Long-term association
Services
Estate Planning
Our estate planning services help clients protect assets and create lasting legacies. We work with legal teams to design plans that avoid probate, reduce taxes, and ensure proper asset distribution. With customized strategies, we provide liquidity for beneficiaries while protecting assets from creditors through advanced planning techniques.
Business Succession
We develop comprehensive business succession plans that ensure continuity during ownership transitions. Our insurance-driven strategies protect against risks while facilitating smooth transfers to next-generation leaders. We coordinate with legal and financial professionals to create structures that maintain business stability through retirement, disability, or death of key owners.
Retirement Planning
Our retirement planning services focus on achieving financial wellness for individuals and organizations. We create customized strategies that balance growth and stability while providing fiduciary oversight. Through tax-efficient approaches and portfolio optimization, we help clients build sustainable retirement income streams aligned with their specific goals and risk tolerance.
Employee Benefits
We design comprehensive employee benefits programs that attract and retain top talent. Our solutions include health insurance, retirement plans, and wellness programs tailored to organizational needs. By creating stable, cost-effective benefit structures, we help businesses enhance employee satisfaction while maintaining compliance with regulatory requirements and industry best practices.
Financial Planning
Our financial planning services provide personalized roadmaps for long-term wealth growth and preservation. We analyze clients' financial situations to create customized strategies covering investment management, tax planning, and risk management. Through ongoing portfolio reviews and adjustments, we ensure financial plans evolve with changing life circumstances and market conditions.
Questions
What financial services do you offer for individuals?
We provide estate planning, retirement planning, tax strategies, investment management, and comprehensive financial planning tailored to individual needs and goals.
How do you help businesses with employee benefits?
We design customized employee benefits programs that attract talent, improve retention, and comply with regulations while balancing cost-effectiveness for employers.
What makes your approach different from other firms?
Our proactive, personalized approach focuses on extreme ownership of client outcomes with customized solutions rather than generic, one-size-fits-all strategies.
Do you work with clients outside Michigan?
While based in Detroit, we serve clients across the U.S. through virtual consultations and coordinated professional networks while maintaining compliance with state regulations.
How do you handle investment management?
We create personalized portfolios with tax-efficient strategies, continuously monitoring and adjusting them to align with evolving financial goals and market conditions.
What experience do you have with business succession?
With 60+ years of combined experience, we've helped numerous business owners create effective succession plans that ensure continuity and protect their legacies.
