Cranbrook Financial

Cranbrook Financial Make sense of your finances. Take hold of your legacy. Let’s create a plan that works for you—one built on trust, strategy, and a commitment to your future.

Unlike direct Roth IRA contributions, Roth conversions have no income limits. That means even high earners can move mone...
06/25/2026

Unlike direct Roth IRA contributions, Roth conversions have no income limits. That means even high earners can move money into a Roth and enjoy tax-free growth going forward.

The catch? You'll owe income taxes on the amount you convert in the year you do it. That's why timing matters. Converting in a lower-income year can significantly reduce your tax bill.

Thinking about whether a Roth conversion makes sense for you? Let's talk.

To the dads who showed up early, stayed up late, and gave more than they ever asked for in return, Happy Father's Day.Fr...
06/21/2026

To the dads who showed up early, stayed up late, and gave more than they ever asked for in return, Happy Father's Day.

From all of us at Cranbrook, we hope today is filled with the people and moments that matter most.

Could a Roth conversion be the smartest tax move you make this year?A Roth conversion lets you move money from a traditi...
06/11/2026

Could a Roth conversion be the smartest tax move you make this year?

A Roth conversion lets you move money from a traditional IRA into a Roth IRA, paying taxes now so you never have to again in retirement. And unlike direct Roth contributions, there are no income limits. Anyone can do it.

The key is timing. Converting in a lower-income year, or spreading it across multiple years, can make a significant difference in what you owe.

Curious if it makes sense for your situation? Let's talk.

Graduation season is more than a celebration. It’s also a great time to start thinking about what comes next financially...
05/21/2026

Graduation season is more than a celebration. It’s also a great time to start thinking about what comes next financially.

For graduates, that might mean budgeting, student loans, or building early savings habits. For parents and grandparents, it’s a moment to support the next generation with conversations that build confidence and clarity around money.

Small steps today can help set the foundation for a stronger financial future.

05/19/2026

As a family business ourselves, we understand the unique challenges and opportunities that come with building something meant to last beyond one generation. At Cranbrook Financial, we help families and family business owners make sense of complex financial decisions through comprehensive planning designed to grow, protect, and optimize wealth.

This month, as summer takes off, take a few minutes to review where your money has been going so far this year. Subscrip...
05/14/2026

This month, as summer takes off, take a few minutes to review where your money has been going so far this year. Subscriptions, travel plans, dining, and recurring expenses often creep up without notice. This is also a smart moment to revisit your savings goals and make sure you’re still on track for the year ahead. Even small adjustments now can help prevent bigger surprises later and keep your plan aligned with what matters most to you.

Mother’s Day always has a way of putting into perspective the kind of love that doesn’t ask for attention, but deserves ...
05/11/2026

Mother’s Day always has a way of putting into perspective the kind of love that doesn’t ask for attention, but deserves all of it.

To the moms who are holding everything together behind the scenes, showing up with patience on the hard days, and love on the easy ones, Happy belated Mothers Day.

We see you, we appreciate you, and we’re grateful for the impact you have in ways both big and small. Wishing you a day filled with the same care and love you so freely give to everyone else.

We wanted to give a belated birthday shout-out to Jennifer Lombardo, an essential part of our Cranbrook team and a stead...
05/08/2026

We wanted to give a belated birthday shout-out to Jennifer Lombardo, an essential part of our Cranbrook team and a steady force behind the scenes and in client relationships. She’s the person who shows up with calm, clarity, and care, making sure clients feel supported and every detail is handled the right way.

Wishing her a happy belated birthday filled with the same warmth and appreciation she brings to everyone around her.

Address

201 W. Big Beaver Road Suite 930
Troy, MI
48084

Telephone

+12483624649

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