FINANCIAL LITERACY FOR EVERYONE
Helping people understand, manage and keep more money. Learn more about financial literacy books, e-books, videos and classes that can help you and your people.For HR Leaders For Employees
Work with a knowledgeable advisor to engineer a comprehensive financial plan that fits your needs and objectives.
Now that you’ve told us where you want to be, we’ll help you get there without expensive financial products — just time tested methods to help you preserve what you’ve earned.
As time passes, your circumstances may change. Even if they don’t, our constant due diligence and commitment to rebalancing will help to keep your long-term plan on track.
Let’s face it, complexities surrounding retirement can be daunting and you probably have more questions than answers when it comes to understanding your taxes, estate planning and investments. Working with a knowledgeable advisor can give you the insight you need to restore confidence in your long-term financial plan.
Get the advice you need, not the product you don’t.
When people think of a financial advisor, they think of investing. For us, investing is just one piece of your financial plan. Our comprehensive wealth management methods address the whole picture. Pick a category to learn more.
Retirement Accounts, Goal Analysis & Development, Education Savings, Local Research with Global Reach, Retirement Preparation, Asset Allocation & Rebalancing
Trusts, Deeds & Other Documents, Administration Services
Tax efficiency is key to designing a successful financial plan or business plan. We look at options from Roth IRAs to charitable giving. We also offer federal and state income tax preparation of all types of returns (i.e., families, businesses, non-profits, LLCs, etc.).
Guns & Hoses (Retirement advice for Police Officers and Firefighters), Work vs. Retire Analysis, Corporate Retirement Education, Donor Engagement for Non-Profit Organizations, Lump Sum Analysis, Social Security Maximization and more.
No matter what we get our hands into, these values do more than keep us focused on what really matters — they define us.
Also called the Fiduciary Standard, this is the first and last rule of everything we do: an oath to act in your best interest only. We also think products and commissions for selling them create biases, so we don’t use either. A family member would give you the same advice they’d give themselves — that level of impartiality is the very foundation of LJPR.
We couldn’t help the people we do if we didn’t have the very best team of individuals. The health, education and general well being of our staff and their families are imperative to the LJPR experience—inside and out. We see that all of our employees are fairly compensated and that all of our full-time employees receive health benefits and other perks.
Without the community of Metro Detroit and the great state of Michigan, the Pride could not have endured the last 26 years. As our community broadens across the U.S., we will continue to support our neighboring schools, small businesses, charities and other non-political causes.
Pursuing technology that assists with data security, research, education, financial analysis, accounting, form processing and other essential functions is key to providing you with the best service available in an ever-changing economy. Employing new technologies is also crucial to our sustainability efforts.
LJPR and its founders care about our planet and want our children’s children to enjoy its vast beauty. As a part of this commitment, we pledge to minimize our use of paper products altogether and use recyclable, fair trade products and Forest Stewardship Council certified papers whenever possible.
As an independent Registered Investment Advisor, LJPR is registered with the Securities and Exchange Commission (SEC). It is our duty to abide by all local and federal laws and regulations and we pledge to actively amend and disclose our policies and procedures in order to continue protecting our clients.
The latest news, happenings and insights
Fill out the form below and one of our financial advisors will contact you