Kristie

Gheysens

CRPC™

picture of a planner

Here to act in your best interests

About me

Since 2002, clients have hired me to help them reach their financial goals. I work with clients to implement investment strategies, retirement income planning, and estate planning coordination. I am honored to serve so many wonderful people and grateful for their continued trust. When I’m not working, I enjoy time with my husband and son. Years ago I was a figure skater and coach. These days, I enjoy all the fun activities that come with being a parent.

Certifications

Chartered Retirement Planning Counselor™

Education

Bachelor of Arts, Psychology - University of Michigan

Visit one of our Locations

Detroit IV - Novi

39555 Orchard Hill Place

Suite 365

Novi, MI 48375

Detroit II - Northville

39775 Traditions Drive

Suite D-800

Northville, MI 48168

Working with Us

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.

 

Certain services provided on an educational and guidance basis only.

The latest insights from our experts

    Determine Your Tax Filing Status as a Qualifying Surviving Spouse

    Get boomerang kids back on their feet

    Unlock the benefits of a tax loss harvesting strategy

    January Market Insights