Kristie
Gheysens

CRPC™

Request an appointment
Kristie Gheysens

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, University of Michigan

Request an Appointment

Visit one of our Locations

Detroit I - Clinton Township

39425 Garfield Rd
Suite 25
Clinton Township, MI 48038

Explore location

Detroit II - Northville

39775 Traditions Drive
Suite D-800
Northville, MI 48168

Explore location

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 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 insight as well as our client service associates who can provide you with additional resources and support.

Financial Planning

Financial
Planning

 Retirement Planning

Retirement
Planning

 Investment Management

Investment
Management

 Tax Planning

Tax
Planning

 Insurance Guidance

Insurance
Guidance

 Estate Planning

Estate
Planning

Financial Planning & Investing Resources

Market Insights

What the Silicon Valley Bank news means for your wealth

Retirement & Estate Planning

12 retirement planning questions everyone should consider

Retirement & Estate Planning

The inflation-protection benefits of deferred Social Security

Retirement & Estate Planning

Should I consider a phased retirement?

Home & Mortgage

The downside of buying real estate with your IRA

Retirement & Estate Planning

How can I maximize my Social Security benefits?

Market Insights

February Market Insights

Workplace Insights

Putting employees on the fast track to financial health