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.

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! 💰😂

05/29/2026

At StraightLine, we believe learning about money can be both educational and fun.

Congratulations to our 3rd place winner in our Funny Money Joke Giveaway with Hawkins Elementary! 🥉We're excited to celebrate students who used their creativity to make money and math a little more entertaining.

Stay tuned as we count down to our grand prize winner! 🏆

Happy 3 year anniversary to Kyle Zammit, AIF®,ChFC®! We appreciate everything you bring to the team - thank you for ever...
05/28/2026

Happy 3 year anniversary to Kyle Zammit, AIF®,ChFC®!

We appreciate everything you bring to the team - thank you for everything you do.

Celebrating 20 incredible years — what an achievement! 🎉Happy 20th Anniversary to Sonny Mehra AIF® CIMA®Thank you for be...
05/22/2026

Celebrating 20 incredible years — what an achievement! 🎉

Happy 20th Anniversary to Sonny Mehra AIF® CIMA®

Thank you for being such an integral, impactful part of the team. We are all so proud to celebrate this milestone with you!

Mike Bisaro has a very exciting new venture, joining his alma mater as a part of the New Mexico State University Busines...
05/18/2026

Mike Bisaro has a very exciting new venture, joining his alma mater as a part of the New Mexico State University Business Council. He attended his first Business Advisory Council, a professional development seminar, and participated in mock interviews with students.

Mike has always seen the value in mentoring the next generation, and this is just one of the many ways he continues to give back by sharing his experience, guidance, and encouragement with future professionals. We’re proud to see him making an impact and helping students prepare for successful careers ahead while giving back to his alma mater.

Beth has been out and about yet again, this time at the Michigan Community College Human Resources Association Conferenc...
05/12/2026

Beth has been out and about yet again, this time at the Michigan Community College Human Resources Association Conference.

StraightLine is always happy to get out there and share how we can help institutions and employers engage their workforce through financial wellness, retirement planning and education.

What a great opportunity to meet some great people and have these important conversations!

This Week’s Financial Snack brought to you by Zach Rivard!How much do I need in my emergency fund? An emergency fund sho...
05/08/2026

This Week’s Financial Snack brought to you by Zach Rivard!

How much do I need in my emergency fund?

An emergency fund should cover at least 3 to 6 months of living expenses, depending on one’s circumstances. If you have multiple sources of income that are reliable such as a spouse’s salary, passive income (e.g., rental income), or a side hustle, you may need less of an emergency fund. Conversely, if the only source of household income is one person’s employment income, an emergency fund should be closer to 6 months of expenses. If income is variable or lumpy as may be the case for someone in sales, you may consider an emergency reserve that is even longer.

Questions to Ask Yourself:

✔️ How many months of living expenses could I cover if my income stopped tomorrow?
✔️ How stable and diversified is my household income?
✔️ Do I have any upcoming life events that will change how much I need?

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

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

http://www.linkedin.com/company/straightline, https://www.facebook.com/StraightLine.Educa

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