StraightLine

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:
​Informatio

n 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.

Happy Birthday to our StraightLine staff with June birthdays! 🥳Zachary RivardCynthia McEvoy
06/26/2026

Happy Birthday to our StraightLine staff with June birthdays! 🥳

Zachary Rivard
Cynthia McEvoy

Congratulations to Kyle Zammit, AIF®,ChFC® on earning his Chartered Financial Consultant (ChFC®) designation!This achiev...
06/22/2026

Congratulations to Kyle Zammit, AIF®,ChFC® on earning his Chartered Financial Consultant (ChFC®) designation!

This achievement reflects his dedication to continuous learning and providing thoughtful, personalized financial guidance. We’re proud of Kyle’s commitment to serving our clients and helping them plan for the future with confidence.

Join us in celebrating this well-deserved accomplishment!

In April, Mike Bisaro AIF®, Mike Rice and Zach Rivard represented StraightLine at Central Michigan University’s inaugura...
06/17/2026

In April, Mike Bisaro AIF®, Mike Rice and Zach Rivard represented StraightLine at Central Michigan University’s inaugural Financial Planning Invitational.

We enjoyed seeing the students showcase not only their financial planning knowledge, but also their ability to communicate recommendations thoughtfully and connect with clients' needs. The future of the profession is bright!

This Week’s Financial Snack, brought to you by Beth Mosshart!What are the best ways to protect yourself from scams?Scam ...
06/12/2026

This Week’s Financial Snack, brought to you by Beth Mosshart!

What are the best ways to protect yourself from scams?

Scam and fraud attempts are increasing, and bad actors are becoming more sophisticated. We are notified almost daily of attempts to access accounts, impersonate trusted institutions, or pressure individuals into sending money.

Remember, in most cases, nothing is actually wrong and it is just a scam!

Rule of thumb: If you did not initiate the contact, do not trust the request. The best protection is simple: do not engage with unsolicited contact.

If someone you do not know contacts you by phone, text, or email:
• Do not respond or click on links
• Do not share personal or financial information
• Do not allow remote access to your computer
• Do not send money, especially via gift cards or wire transfers

Even if the message sounds urgent or official, disconnect immediately and contact the institution directly using a verified number (such as the one on your credit card, statement, or invoice). If needed, reference “fraud protection.” Financial institutions take fraud seriously.

It is also helpful to create and maintain a list of trusted contact numbers for your financial institutions, so you are not searching for a phone number while feeling pressured.

Before taking any action, check in with a family member, trusted contact, or your financial advisor. A short pause to verify can often prevent a costly mistake.

After disconnecting, block the sender and delete the message to reduce the chance of future contact or accidental interaction.

Questions to Ask Yourself:
✔️ Did I initiate this contact, or did someone unexpectedly reach out to me?
✔️ Am I being asked to do something out of the ordinary, being rushed to act quickly?
✔️ Have I created a list of verified phone numbers for my financial institutions, so I am not looking for a phone number in a panic?

If you have questions or would like to learn how this Financial Snack may apply to your individual financial situation, please Contact Us, or call our office at 248-269-8366

Happy 3rd Work Anniversary to Rob Rickey, CFP®! 🎉We’re so grateful to celebrate 3 wonderful years with you. Here’s to th...
06/10/2026

Happy 3rd Work Anniversary to Rob Rickey, CFP®! 🎉

We’re so grateful to celebrate 3 wonderful years with you. Here’s to this milestone and many more years ahead! 🌟

06/05/2026

🥇A big congratulations to our 1st Place Winner from Hawkins Elementary of the StraightLine Funny Money Joke Giveaway!

Thank you to our little jokester for making us laugh and to everyone else that sent in and participated. We were blown away with the response and had so much fun! 🎉

06/04/2026

Congratulations to our 1st Place winner from Hilton Elementary of the StraightLine Funny Money Joke Giveaway! 🥇We were impressed by how the theme and even one of the prizes were cleverly woven into this entry. Outstanding! 🎉

Stay tuned tomorrow as we announce the 1st Place winner from Hawkins Elementary!

06/03/2026

We are thrilled to announce the 2nd Place winner from Hawkins Elementary in the StraightLine Funny Money Joke Giveaway! 🥈

Congratulations to our talented comedian for sharing a joke that got us chuckling! Stay tuned tomorrow as we continue to announce the winners! 🥳

06/02/2026

🥈Our countdown continues! Today we are excited to reveal the 2nd place winner at Hilton Elementary of the StraightLine Funny Money Joke Giveaway!

A big congratulations to this talented joke writer for making us laugh. Check out the winning joke below and stay tuned tomorrow as we reveal our Hawkins Elementary 2nd place winner! 🏆

06/01/2026

🥉 Congratulations to our 3rd Place Funny Money Joke Giveaway Winner from Hilton Elementary! We had so much fun reading all the entries.

Give this young comedian some love in the comments, and stay tuned for 2nd and 1st place later this week! 💰😂

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

Website

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