Fig Tree Financial Planning is a financial advisory firm in Davison, Michigan, helping individuals, families, and business owners make financial decisions with greater clarity and confidence. Its approach emphasizes listening, clear explanations, and planning shaped around each client’s goals, priorities, and lifestyle. Services include personalized financial planning, investment advising, and ongoing guidance, with a process that moves from learning about a client’s finances and objectives to developing and implementing a tailored strategy.

The firm focuses on business owners and employer-sponsored retirement plans, helping clients consider how business finances and retirement benefits fit into their broader plans. Individual retirement planning addresses how assets relate to retirement goals and how different financial considerations work together. Fig Tree also supports family financial planning, including preparing for education costs, gifting, and passing wealth to future generations. The firm shares educational resources on topics such as investing and taxes, alongside tools and articles to help clients stay informed. Securities and advisory services are offered through LPL Financial, subject to applicable registration and licensing requirements.