How AI describes Telos Financial

Telos Financial Planning is an independent, fee-based fiduciary financial planning firm based in Plymouth, Michigan, offering holistic financial planning and investment guidance to clients across the United States. Led by Dennis LaVoy, CFP®, CLU®, the firm uses a goal-driven planning process and draws on a wide range of providers to ensure recommendations are in the clients’ best interests, with in-person meetings in the Ann Arbor/Detroit area and virtual meetings for nationwide clients. They provide client access to financial planning materials, performance summaries, and tax information, and emphasize ongoing education to help clients achieve their financial telos.