New Financial Planning Firm Opens in Metro Detroit

Renowned CPA and personal financial planner expands offerings

HUNTINGTON WOODS - Ramona Pearson, a certified public accountant and University of Detroit MBA graduate, announces the opening of her new firm, Healthy Wealthy Wise (HWW) LLC in Huntington Woods at 26789 Woodward Ave., Suite 107.

Healthy Wealthy Wise provides personalized services to assist clients in fulfilling their personal operating, financial, retirement and legacy goals. The advisory process begins with an in-depth financial evaluation of the client’s current financial situation. Once overall objectives are established, Healthy Wealthy Wise applies appropriate strategies customized to suit individual vision and objectives. Healthy Wealthy Wise will help clients execute a sound financial program utilizing the following products and services as needed as each person’s situation is unique.

• Financial Planning:
o Financial Advice and Investments
o Investment Management, including Stocks, Mutual Funds and ETFs from scratch or via rollovers of existing retirement, savings
or investments
o Inheritance planning and management
o Negotiating Financial Life after Losing a Spouse
o Retirement Planning
o Insurance and Risk Management Review and Consulting
o Asset Protection through Insurance and Annuity Products
o Pension Establishment



• Tax Compliance and Preparation:
o Tax-reduction Strategies
o General Tax Consultation
o Representation before the IRS
o Tax Return Preparation

• Finance Management:
o Budget and Cash-Flow Projections
o Family Controllership and Office Services
o Retirement Rollovers

• Seminars:
o Financial Planning Boot Camps
o Speaking Engagements

As a CPA, Pearson has found that managing a client’s tax affairs enables management of their portfolio. She takes taxation into consideration with respect to investment choices and the tax effects of investment transactions. Wiser investments often come from making sure tax penalties are minimized through proper planning.

Pearson is well known for her dedication to educating people – especially women – in financial investing and literacy and has sponsored seminars on these subjects. “It is the goal of Healthy Wealthy Wise to have 10,000 women invested who otherwise would not be inclined to invest in financial markets,” said Pearson.

Pearson has been providing financial services to individuals, businesses and governmental, educational and nonprofit organizations in Michigan for more than 25 years. Portfolio and Financial Planning services have been provided in Michigan since 1999, and Florida, Kentucky, Maryland, Louisiana and Texas clients have been added to the client list over the years. She founded her previous financial services firm, the Pearson Group LLC, in 1999.

Pearson is a Michigan Chronicle “Woman of Excellence” honoree (2012) and has received multiple recognitions over the year including:
• Morgan State College, Department of Economics and Business Achievement Award
• Detroit City Council recognition for “Outstanding Public Service”
• Detroit Public Schools, Commerce and Business Administration, Recognition Award
• Ecumenical Theological Seminary, Dedicated Service recognition
• Michigan Association of Certified Public Accounts, Outstanding Task Force Award (2011) and Chair’s Service Award (2009)
• National Association of Black Accountants (NABA) National Legend Award
• NABA Detroit Chapter, “Lifting as We Climb” award (2003); Achievement Award (1995) Outstanding Achievement in Government Accounting (1991); Leadership Award (1990); and President’s Club recognition (1984)

For further information, please call 248-397-8501 or visit the website www.hwwllc.net.