John Oliver and Nick Bour together form Agile Wealth Partners of Brighton, Michigan. With over 34 years of experience, they have combined their specialties to provide comprehensive financial planning services. Their specialization in the areas of Tax strategy, Income Planning, Asset Protection, and Wealth transfer planning set them apart from traditional firms. As seasoned planning professionals, Nick and John have made it a mission to uncover the major risks in retirement. The longevity of retirement, the taxes you pay in retirement, Health and long term care expenses, market volatility and inflation. Nick Bour and his wife Jen live in Hartland with their two children Madalynn and Olivia. Nick has been a member of the Brighton Chamber and has been involved with the Salvation Army of Livingston County for many years. Nick and his family enjoy spending time at their cottage, trail riding, fishing, and enjoying the lake. Nick's daughter Olivia plays keeper on her travel soccer club and the entire family loves watching her. John Oliver and his wife Amy live in Orchard Lake with their three children, Natalia, Jaxson, and Leonardo. John has been involved with his local Habitat for Humanity and the American cancer association. John and his family enjoy traveling to nature destinations and playing and watching their favorite game of Soccer.

About Agile Wealth Partners

Agile Wealth Partners is a holistic financial planning firm. We operate as a fee-based, fiduciary, financial planning firm for select families. We offer services that help those achieve Independence and encompass, income and tax planning, estate and protection planning as well as asset and investment management. At Agile Wealth Partners we customize our services for each of our clients so you pay for only the services you need. Our goal is to be your partner that helps break myths and media surrounding your wealth. A partner to create a plan that is continuously evolving so you can stay on track, know why and how it works, and gain the conviction needed to conquer your version of financial independence. We use our self-developed process the Agile Wealth Planning Process. This process is an ever- changing prioritized planning process that lives and breathes with you and your lifestyle rather than static plan printed off and handed over which is about as helpful as the paper it's printed on. As a client, you will go through each of the eight steps as we break them down into manageable projects with us continuously as priority suggests so that we can spend more time on the eighth step, Independence planning. As the process continues we will tirelessly search for opportunities within each area, from protecting your assets to managing your investments tactically. This allows you to save time, reduce stress and sidestep pitfalls that may exist when we can't even see them.

About LPL Financial

Our clients' needs come first. We are committed to providing the highest quality and objective counsel, customized wealth management solutions, and unparalleled service to every client.

In today's complex environment, we add value to the financial decision-making process by utilizing our experience and expertise to guide our clients through the maze of issues facing them and their families.

We always strive for excellence in our clients relationships and promise to do our utmost to exceed expectations. We believe that personal relationships are critical to helping clients achieve their goals and improve the overall quality of their lives.

We are committed and vow to always act with the greatest of ethics, honesty and integrity for every client. We are dedicated to achieving success for our clients within their stated objectives and risk parameters. We strive for mutually rewarding, long-term relationships and to assist our clients and their families for decades.

Todd, a CERTIFIED FINANCIAL PLANNER" Professional, joined Executive Wealth Management in 2019. Prior to joining EWM, he worked as a Senior Financial Planner for an independent wealth management firm gaining extensive experience in financial planning and portfolio management. Todds background also includes tax planning and preparation after having prepared returns for over ten years. He believes the integration between taxes and investments, and the proactive planning work involved, are a vital part of the wealth management process and has been previously quoted in the Wall Street Journal discussing the subject in an article titled, "Advisors Focus on 2013 Tax Plans". Todd is a graduate of Central Michigan University and started in the financial services industry in 2005. In addition to the CFP certification, he has also earned the Certified Investment Management Analyst and Certified Private Wealth Advisor designations. He currently resides in Brighton with his wife, Kristen. When not spending time with their three children, Todd enjoys hockey, golf and being involved in the Brighton community.

About Executive Wealth Management

Executive Wealth Management is built on the lasting principals of trust, community and compassion set forth by our founder in 2006 and our current ownership team continues to value these ideals. As fiduciaries, our mission is to help build, defend and advance the investments of our clients, families, and community while providing a legacy of economic well-being. We believe in a fee- based approach which helps align our interest with those of our clients. Executive Wealth Management uses a disciplined, risk adjusted, and timely approach to investing. Each day, using our proprietary money management platform, Fortunatus Investments?, we carefully monitor our wealth management strategies for each client. These individual strategies are rooted in a personalized, tactical, and proactive approach to investing. Most investors realize the importance of planning wisely for the future - setting long term goals and then working toward achieving them. Unfortunately, in an ever-changing world, the right path toward financial independence is not always obvious.

Joined Edelman Financial Engines in 2012. Began his career in the financial services industry in 1999. Earned the Registered Financial Consultant (RFC®) certification. Bachelor's degree in Communications from Saint Mary's College, and Bachelor's degree in Telecommunications from Michigan State Univeristy.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews¹ and Barron's², with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high- touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. ¹Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); ²The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.

Tel: (248) 7738574
131 E. Cady Street,
Northville,
MI  48167

Tel: (248) 9485139
1000 Town Center, 26th Floor,
Southfield,
MI  48075

Tel: (248) 3476246
8273 Grand River Ave.,
Suite 130,
Brighton,
MI  48114

Tel: (248) 2662900
Suite 105,
Rochester,
MI  48307

Tel: (586) 8230762
8344 Hall Rd.,
Utica,
MI  48317