StraightLine

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StraightLine SL is a financial planning & investment firm serving individuals & families. StraightLine is a financial planning and investment management firm.

We partner with employers to support 401(k), 403(b), and 457 participants through education, personalized advice, and fiduciary guidance-delivered in a scalable, HR-friendly way. Additionally, StraightLine works directly with employers to support the general education, communication, and advice needs of employees participating in their 401k, 403b, or 457 retirement plans.

​DISCLOSURE:
​Information presented is for informational purposes only. StraightLine Group, LLC (“StraightLine”) is a registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. Past performance is not indicative of future results. Investing involves risk, including the possibility of loss of principal. The ideas and opinions expressed herein do not constitute legal, tax, or investment advice or a recommendation of any particular security or strategy. Before making any investment decision, you should seek expert, professional advice and obtain information regarding the legal, fiscal, regulatory and foreign currency requirements for any investment according to the laws of your home country and place of residence. Any forward-looking statements or forecasts are based on assumptions and actual results may vary. Information presented from third parties is believed to be reliable, but no warranty is provided. StraightLine is not required to update information presented, unless otherwise required by applicable law. For more information about StraightLine, including our Form ADV Part 2A Brochure, please visit https://adviserinfo.sec.gov/firm/summary/127401 or contact us at 248-269-8366.

Join us in welcoming Gunner Bliss to the StraightLine team! 🥳After gaining valuable experience with the firm as a Wealth...
10/26/2026

Join us in welcoming Gunner Bliss to the StraightLine team! 🥳

After gaining valuable experience with the firm as a Wealth Management Intern, Gunner is excited to continue his journey with StraightLine in his new role.

We’re thrilled to have Gunner as part of the team and excited for what’s ahead!

We are excited to welcome Alyse Fisher to the StraightLine Team! 🎉We are so glad to have Alyse on board and look forward...
10/20/2026

We are excited to welcome Alyse Fisher to the StraightLine Team! 🎉

We are so glad to have Alyse on board and look forward to working with her. Help us give Alyse a warm welcome!

StraightLine is a Finalist for the 2026 Think Advisor  Luminaries Award* in Thought Leadership and Education! 🎉The categ...
10/13/2026

StraightLine is a Finalist for the 2026 Think Advisor Luminaries Award* in Thought Leadership and Education! 🎉

The category recognizes RIAs that are redefining how firms educate and engage clients — and we're being honored for turning everyday client questions into a year-round educational ecosystem (28 advisor-written "Financial Snacks," 3 seasonal Roadmap campaigns, and 20,000+ website visits along the way).

Curious how we built it — and why it's working? We broke it all down on our blog. To read our blog please visit link in the comments!

*Awards will be granted by Arc Network LLC on December 3, 2026 while finalists are announced in August 2026. A panel of judges evaluate advisors that demonstrate exemplary leadership, groundbreaking innovation and outstanding community impact. For more information on finalists and award criteria click here.

Happy 18th Anniversary to Dennis Raffin!We're so glad to have you on the team, here's to another great year!
10/02/2026

Happy 18th Anniversary to Dennis Raffin!

We're so glad to have you on the team, here's to another great year!

Happy Birthday to our StraightLine staff with September birthdays! 🥳Melissa StaleyKyle Zammit, CFP®,ChFC®,AIF®
09/30/2026

Happy Birthday to our StraightLine staff with September birthdays! 🥳

Melissa Staley
Kyle Zammit, CFP®,ChFC®,AIF®

Celebrating 22 years with Jason Fisher!Thank you Jason, for 22 years of you and all you bring to the team. Happy Anniver...
09/23/2026

Celebrating 22 years with Jason Fisher!

Thank you Jason, for 22 years of you and all you bring to the team. Happy Anniversary!👏🎉

We are proud to announce Mike Bisaro will be speaking at the Investment Adviser Association Policy & Leadership Forum ne...
09/21/2026

We are proud to announce Mike Bisaro will be speaking at the Investment Adviser Association Policy & Leadership Forum next week! Mike will take the stage for a panel discussion: The Retirement Puzzle: How the Pieces Fit for Advisers and Their Clients.

In addition, Mike and Elizabeth Bisaro will be heading to Capitol Hill to meet with lawmakers and their staff to advocate for our industry.

To read more please see link in the comments!

This week’s Financial Snack brought to you by Rob Rickey!Can my adult child open their own HSA while still on my health ...
09/15/2026

This week’s Financial Snack brought to you by Rob Rickey!

Can my adult child open their own HSA while still on my health insurance?

Yes. This is often referred to as the “Adult Child HSA Loophole.” It’s a legitimate tax strategy based on current IRS rules governing HSA accounts. It means an adult child, under 26 and covered by their parent’s family high-deductible health plan (HDHP), may be able to open their own Health Savings Account (HSA) and benefit from its triple tax advantages.

To qualify, the adult child cannot be eligible to be claimed as a dependent. The IRS uses tests that include factors such as age, support they received, gross income, and student status to determine whether a child still qualifies as a dependent.

If they are not eligible to be claimed as a dependent and otherwise meet the HSA eligibility requirements, they can generally contribute up to the full 2026 family HSA contribution limit of $8,750 to their own HSA, even while still covered by the family plan.

Questions to Ask Yourself:

✔️ Are we using a qualified high-deductible health plan with an HSA that covers my adult child?
✔️ Does my adult child fail the IRS dependency tests, including age, support, income, and student status, to file taxes independently and open an HSA?
✔️ Have I talked with a financial or tax professional about how this strategy fits our family’s overall goals?

See our blog Is Your Adult Child on Your Family Health Savings Plan? You May Be Missing an Opportunity linked in the comments for more information.

If you want to explore how the Adult Child HSA Loophole could benefit your family, please Contact Us, call 248-269-8366 or visit the link to our blog in the comments!

09/12/2026
Join us in celebrating 21 years of working with Doris Karras!Here’s to 21 incredible years and more to come! 🎉
09/09/2026

Join us in celebrating 21 years of working with Doris Karras!

Here’s to 21 incredible years and more to come! 🎉

Address

165 Kirts Boulevard
Troy, MI
48084

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+12482698366

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