Lou Melone's Office

Financial Planning for Business Owners & High Net-Worth Families

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Our plans help you answer two questions: Do you have enough to retire and to retire comfortably?

Try 2 of My Financial Planning Tools: Initial Planner & Riskalyze

Develop a financial plan to achieve your desired retirement

  1. Choose a goal to see where you stand
  2. Identify a strategy to improve and see how contributions affect your goal
  3. Request a consultation with Lou to help stay on top of your finances
Try My Financial Planning Tool

Find Your Risk Number.  Why Does It Matter?

IMPORTANT: The projections or other information generated by Riskalyze regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results.
Your Risk Number provided is on a scale of 1 to 99, with higher numbers indicating higher risk tolerance.
Scenarios illustrated are hypothetical and not representative of any specific investment or investor. Individual results will vary.
Investing is subject to risk which may involve loss of principal. No strategy assures success or protects against loss.

We Believe the Financial Planning Team Includes CPAs

When CPAs and financial planners work closely together, their clients benefit.  We not only work closely with CPAs, but we have specially built tools and processes for collaboration.  Learn more about how we work with CPAs 

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Authority Magazine

5 Things To Look For When Hiring a Financial Planner or Financial Adviser, with Lou Melone and Tyler Gallagher

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Lou Melone's Financial Planning Team

Contact Us


3121 University Drive Suite 180

Auburn Hills MI, 48326