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 communication without the jargon
We break down complex financial concepts into straightforward, easy-to-understand guidance so you can make informed decisions with confidence.
Personalized strategies, not cookie-cutter plans
Every recommendation is built around your unique goals, timeline, and financial picture—not a generic template.
Proactive adjustments as your life evolves
Whether it’s a career change, growing family, or approaching retirement, we continuously refine your plan to keep you on track.
A long-term partnership you can count on
We’re here for the long haul, providing consistent guidance and support—not just a one-time transaction.
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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 them. At Upstream Planning, we believe financial planning should feel clear, collaborative, and tailored to your life—not overwhelming or one-size-fits-all.
From your first conversation to every milestone ahead, our focus is on building a relationship rooted in trust, transparency, and long-term support. Because the best financial plans aren’t static—they evolve as your life, goals, and priorities change.
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.