Retirement Income Strategies

CONNECT

Address:

1225 S. Main St.
Plymouth, MI 48170

Phone:

(734) 738-6300

Fax/Other:

(734) 237-3959

Our Services


The wealth management environment has changed significantly in recent years.  We believe that:   
•  Clients today are faced with an overwhelming amount of information and need financial advice.

•  Market conditions have changed dramatically, and formulating strategies to achieve our clients’ long-term financial goals is more difficult today then it has ever been.
 
•  Because of these complexities, we do not look for the “hot product” or the latest “one size fits all” investment strategy.  Rather, we tailor a solution to meet our clients’ particular needs, thereby increasing the likelihood that such needs will be realized.
  
In working with our clients, we may suggest one or more of the following:
            PLANNING

             Retirement Accumulation Planning

             Retirement Distribution Planning

             Education Planning

             Income Tax Planning

             Estate Planning

             INVESTMENTS
            
             Mutual Funds

             Fee-based Accounts

             Brokerage Accounts

             IRA’s – Traditional, Rollover, ROTH

             Annuities – Immediate, Fixed, Variable           

             Alternate Investments – REITS, private debt, managed futures and others

             529 Plans

             INSURANCE

             Life Insurance

             Long-Term Disability Insurance

             Long-Term Care Insurance