Downloads

This brochure explains our firm's services, fees, and much more.

This brochure is a quick introduction to our independent custodian for client accounts.

This sample shows the monthly statements for our clients.

This Investment Policy Statement (IPS) is a document provided to each client and helps explains how the account(s) will be invested.

This document shows a typical comprehensive financial plan that we can prepare for our clients.

This document is required by law and explains many aspects of our firm and its investment advisory business.

This is the contract between our firm and our clients for investment management services.

This is the Code of Ethics adopted by our firm and represents our commitment to ethical standards.

This is the Business Continuity Plan adopted by our firm and how we will continue operations in cases of emergencies.

This website is operated and maintained by WealthStrategies Financial Advisors, LLC, a Michigan Registered Investment Advisor. Brokerage services provided to clients by FOLIOfn Investments, Inc., an SEC registered broker-dealer and member FINRA/SIPC. Investments: Not FDIC Insured • No Bank Guarantee • May Lose Value. Investing in securities involves risks, and there is always the potential of losing money when you invest in securities. Before investing, consider your investment objectives and WealthStrategies Financial Advisors' charges and expenses. Past performance does not guarantee future results, and the likelihood of investment outcomes are hypothetical in nature. See full disclosures for more information. Not an offer, solicitation of an offer, or advice to buy or sell securities in jurisdictions where WealthStrategies Financial Advisors is not registered. Partner logos and names are respective trademarks of each company. Check out the background of our firm at BrokerCheck.

(248) 345-7648