This is one of the most important questions you can ask about your financial future, and at E&E Wealth, we believe the answer should provide clarity and confidence. The truth is, how long your money lasts depends on a mix of factors unique to your life: your lifestyle, spending habits, investments, and even unexpected events.

We help you break down this big question into manageable pieces. First, we work together to understand your financial picture—what you have saved, where it’s invested, and what you’ll need to support the life you want. Then, we create cash flow projections, tailored to your personal goals, to show how your money might last over time. This includes taking into account inflation, market performance, and any major milestones you have planned, like buying a home, traveling, or leaving a legacy for loved ones.

But financial planning isn’t about guesswork. It’s about building flexibility into your plan so you’re prepared for whatever comes next. At E&E Wealth, we use proven strategies to help your money work for you—whether that means structuring your investments for growth, reducing taxes, or ensuring you have the right safety nets in place.

We’re here to help you feel confident that your money will last as long as you need it—and longer. Because our goal isn’t just to answer “how long will my money last?”—it’s to help your money create a life that’s rich with possibilities.

Finding the right financial advisor can feel overwhelming, but at E&E Wealth, we believe it’s about more than just proximity—it’s about trust, expertise, and finding someone who truly understands your needs and goals. Here’s how to simplify your search and find the right advisor for you.

Start by thinking about what you’re looking for in a financial advisor. Do you need help with retirement planning, investment strategies, or something more specific, like tax efficiency or estate planning? Knowing your priorities will help you identify advisors who specialize in those areas.

Once you’ve clarified your needs, look for advisors with the right credentials and a proven track record. A great advisor should be transparent about their qualifications, services, and fees. They should also act as a fiduciary, meaning they are legally obligated to act in your best interest—a standard we proudly uphold at E&E Wealth.

Personal connection matters too. Your advisor should take the time to understand your unique situation and communicate in a way that’s clear and approachable. A good financial plan isn’t one-size-fits-all—it’s built around your goals, dreams, and values. At E&E Wealth, we’re not just here to manage your money; we’re here to empower you to live your “Rich in the blood” dream.

If you’re looking for a trusted advisor in the Troy, Michigan area, we’d love to start a conversation. Now that we live in a digital world, it is also much easier to work with clients directly. We’d be honored to have a cup of coffee, both in-person or digitally, if you’d like to chat.

When considering hiring a financial advisor, one of the first questions people often ask is, “How much will it cost?” At E&E Wealth, we believe in transparency and helping you understand the value of financial advice. While the cost of a financial advisor can vary based on their services and fee structure, it’s important to focus on finding someone whose approach aligns with your needs and goals.

Most financial advisors charge in one of three ways: a percentage of the assets they manage for you, a flat fee, or an hourly rate. At E&E Wealth, we operate on a fee-only model, which means our compensation comes solely from the fees you pay us, not commissions or product sales. This ensures our advice is unbiased and always in your best interest.

Our most typical fee arrangement is charging a percentage of your assets under management (AUM), typically around 1% annually, though this can decrease as your portfolio grows. When clients are just starting out on their financial journey, we begin our relationship under a flat annual fee arrangement- with a range based upon complexity of $800/$2000.

While cost is an important factor, the value of a financial advisor goes beyond the price tag. A good advisor helps you save time, avoid costly mistakes, reduce taxes, and create a strategy to grow your wealth over time. At E&E Wealth, our focus is on delivering this value by offering personalized guidance that helps you achieve your financial goals confidently.

If you’re curious about how much working with us would cost and what’s included, we’d love to have a conversation. Transparency and trust are at the core of what we do, and we’re here to ensure you get the guidance you need to make the most of your financial future.