- Tax Planning
- Estate Taxes
- Tax Services
- Income Tax
- Investment ManagementGEM Asset Management, LLC is a Plymouth, Michigan based independent, fee-only Registered Investment Advisor (RIA). GEM provides financial planning and investment management services to individuals, businesses, and non-profit organizations. Our fee-only structure means we do not sell any products and do not earn commissions. This structure allows us to choose from an almost endless variety of investments, identifying those best aligned with our client’s values. As an RIA, we abide by fiduciary standards and always put the needs of our clients first.
- Accounting Services
- Financial PlanningTo answer these and other questions life throws at you, it is important for us to not only know the “financial facts,” but to know you personally. Our first step in creating a plan sees us using financial planning software to organize your financial life. But this is just the beginning. With the data in order, we focus our conversations on your goals and future expenses.
- Retirement Planning
- Long Term CareConsidering a thorough list of financial tools is crucial to the planning process. It may be important to coordinate with your tax preparer and evaluate your insurance needs including health, life, disability and long-term care.
- Asset ManagementThe information on this website has been provided by GEM Asset Management, LLC (“us,” “we, or “ours”) for general information purposes. It does not constitute investment, legal, accounting, tax or other professional advice or services and is presented without any representation or warranty as to the accuracy or completeness of the information.