Investments & Financial Planning
Personalized Investment & Financial Planning Strategies In Brighton, Michigan & Beyond
Whether you're just starting to invest, growing your portfolio, or preparing for retirement, we simplify the process with clear guidance and strategies built around your goals.
Clear guidance without the jargon
We help simplify complex financial decisions into clear, understandable conversations.
Personalized planning built around you
Every recommendation is tailored to your goals, priorities, and stage of life.
Retirement planning with confidence
Helping you prepare for retirement income, transitions, and long-term financial security.
Ongoing support as life changes
Your plan should evolve with your life, and we’re here to guide you along the way.
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Guidance You Can Rely On
What sets us apart isn’t just the strategies we build — it’s the way we guide you through important financial decisions. At Upstream Planning, we believe financial planning should feel clear, collaborative, and tailored to your life.
Our focus is on building long-term relationships rooted in trust, transparency, and thoughtful guidance as your goals and priorities evolve over time.
Investments
Traditional and Educational IRAs
Roth, Simple, and SEP IRAs
Real Estate Investment Trusts (REITs)
Brokerage and Managed Accounts
Government Securities
Fixed and Variable Annuities
Alternative Investments
Financial Planning
Retirement Planning
401(k) Planning
Legacy Planning
Tax Planning
College Planning
Estate Planning
Income Planning
Navigating today’s financial landscape can feel overwhelming—but it doesn’t have to be. At Upstream Planning, we help individuals and families simplify the process with clear, personalized investment strategies and financial planning designed around your life.
Led by Jonathan Harris and backed by over 25 years of experience, our team takes the time to understand your goals, priorities, and concerns so every recommendation is intentional, coordinated, and built for the long term.