Financial guidance for Bloomfield Hills families and business owners
About
MCTUMPS LLC
McTumps LLC works with individuals and families in the Bloomfield Hills area who want a clearer picture of their financial situation. The focus is on planning and review work — helping clients understand where they stand, identify gaps, and think through their options in an organized way. That might mean walking through a retirement timeline, reviewing an existing financial plan, or coordinating the moving parts that come with a major life change. The goal is straightforward: clients leave with more clarity than they came in with.
The team approaches each engagement with patience and a preference for plain language over financial jargon. Numbers and concepts get explained in terms that make sense to the person sitting across the table, not just to someone with a finance background. McTumps LLC is based in Bloomfield Hills and primarily serves clients in the surrounding communities, which means relationships tend to be local and ongoing rather than transactional. Questions get answered during normal business hours, and the firm takes response time seriously as a basic part of doing good work.
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Financial Planning Review
We work with individuals and families in the Bloomfield Hills area to review where things stand and identify what might need adjusting. Whether you're thinking about the next chapter or just want a second opinion, we walk through it with you.
Retirement Strategy Guidance
Planning for retirement involves more than picking investments—it's about timing, taxes, and making sure the pieces fit together. We help you think through the strategy that works for your situation.
Estate Administration Support
When you're managing an estate, coordinating with attorneys and tax professionals can get complicated fast. We help organize the financial side and keep everything on track.
Investment Portfolio Review
Your portfolio should match where you are in life and what you're trying to accomplish. We review your holdings, look at the bigger picture, and discuss any changes that might make sense.