Nick Defenthaler is a Certified Financial Planner and Partner at Center for Financial Planning, Inc – an independent Registered Investment Advisory firm with offices in Southfield and Brighton, Michigan. The Center has had the privilege of serving clients since 1985 and currently manages over $1.5 Billion in assets for over 950 mass affluent clients. In addition to working closely with clients as a Senior Financial Planner, Nick is a frequent speaker for the firm and has a passion around educating individuals and families on important and timely financial planning concepts. In 2023, Nick was once again named to the Forbes list of Best-In-State Next-Generation Advisors, which recognizes advisors from national, regional and independent firms. Clients often come to Nick seeking guidance on ‘how to put it all together’ in retirement. As a Retirement Income Certified Professional® (RICP®), Nick thrives when helping clients construct their retirement income ‘puzzle’. His goal is to help clients re-create their retirement ‘paycheck’ in the most tax-efficient manner possible, in a way that also aligns with their near and long-term goals.Areas of Focus and Interest: - Developing tax-efficient portfolio distribution strategies - Social Security analysis and maximization - Pension analysis and maximization - Employer retirement plan maximization strategies (401k, Deferred Compensation, Stock Options, etc.) - Helping clients reduce current and future taxes through prudent planning (Ex. tax-efficient charitable giving, Roth IRA conversions, tax-efficient portfolio construction, etc.)**For important disclosure information, please see "Social Media Disclosure" link in the "Contact Info" section.
Listed skills include Personalized Financial Planning, Monte Carlo Simulation, Asset Management, 401K Management, and 8 others.
