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Products & Services
About Precise Planning
Precise Planning is team of CPAs, Attoneys, Strategists, and other Financial Professionals that will do a proper entity structuring and implementation of strategies to effectively reduce taxes, promote wealth, and protect your assets.
Its primary NAICS classification is 523940 (Portfolio Management and Investment Advice). Precise Planning is one of 91,386 Financial companies listed in Michigan.
Business Contact Information
- Phone
- +1 (775) 8460967
- Website
- preciseplanning.net
- Address
- 23585 Lori Dr, Flat Rock, Michigan, 48134, United States
Industry & Classification
- Industry
- Financial
- Sector
- Finance
- Segment
- Financial Services
NAICS Codes
- 52Finance and Insurance
- 5239Other Financial Investment Activities
- 523940Portfolio Management and Investment Advice
SIC Codes
- 62Security And Commodity Brokers, Dealers, Exchanges, And Services
- 628Services Allied With The Exchange Of Securities
- 6282Investment Advice
Company Details
- Employees
- 6 (6-10)
- Annual Revenue
- $1.1M ($1M-$5M)
Precise Planning: frequently asked questions
What does Precise Planning do?
Precise Planning is team of CPAs, Attoneys, Strategists, and other Financial Professionals that will do a proper entity structuring and implementation of strategies to effectively reduce taxes, promote wealth, and protect your assets.
Where is Precise Planning located?
Precise Planning is headquartered at 23585 Lori Dr, Flat Rock, Michigan, 48134, United States.
How many employees does Precise Planning have?
Precise Planning has about 6 employees (the 6-10 range).
What is Precise Planning's annual revenue?
Precise Planning's annual revenue is estimated at $1.1M (the $1M-$5M range).
What industry is Precise Planning in?
Precise Planning is in the Financial / Finance industry, and its primary NAICS code is 523940 (Portfolio Management and Investment Advice).
How can I contact Precise Planning?
Its website is preciseplanning.net and its phone number is +1 (775) 8460967.
What companies are similar to Precise Planning?
Other large financial companies in Michigan include Mahindra & Mahindra Ltd, DKSH Holding Ltd, Auto Owners Insurance and Vision Service Plan.
Largest financial companies in Michigan
Largest companies in Michigan
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Manufacturing sales in Michigan, 2026
In Michigan, Factur's 2026 study counted 81 manufacturing quotes worth $4.7M and 28 purchase orders over 12 months: 35% of quotes became orders, against 21% nationally. See the Michigan data.
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