Go Timberwolves! As proud alumni of Northwood University and financial planners with Michigan Financial Companies, we are dedicated to working with each of our clients to meet their individual needs. Together, our goal is to build a successful financial plan that addresses today’s needs, tomorrow’s goals, and helps transfer wealth to your next generation.
We work with state of Michigan employees to help them understand and maximize the generous retirement package available to them. Whether due to lack of direction, no dedicated advisor, or previously limited options, we have found that not everyone takes full advantage of the plan available to them.
As we plan your financial life together, our services will include managing your investment portfolio, planning for education expenses, preparing for a successful retirement, and assessing the proper protection needs for you, your family, and your workplace. We work with alumni at all stages of life and would like to be part of your pack!
We manage many aspects of your financial needs including:
- Navigating pre-retirement priorities while building towards future goals
- Strategies for maximizing wealth accumulation while minimizing tax obligations
- Strategies for maintaining current lifestyle and independence throughout retirement years
- Strategies for reducing or eliminating estate taxes to beneficiaries and heirs
- Eliminating blind spots that may negatively impact a financial plan
- Leveraging retirement plan benefits