Retire Earlier

seniors_lawn_bowlingMichigan Retirement Specialists is a trusted independent retirement planning organization dedicated to educating clients on the great number of retirement options available to them in today’s marketplace. The company understands the decision to retire is one of the most critical choices made by professionals in their lifetime. And they work to help provide clients with actionable market intelligence that can help them to meet their long-term financial objectives and ensure a happy, comfortable retirement.

As a leading industry firm, Michigan Retirement Specialists work with their clients during the pre-retirement phases of their lives and provide them with an understanding of the complexities of the marketplace. The 70 years’ combined experience of the Michigan Retirement Specialists team means they’re the ideal go-to resource for help in overcoming the many modern challenges facing today’s retirees. The company’s full suite of financial services includes:

Pre-retirement-Planning The sheer complexity and fluctuating nature of the modern financial marketplace means that many Americans over the age of 50 are simply not ready to retire. The team at Michigan Retirement Specialists can help clients achieve an expertly-structured financial foundation that places them on solid footing for the path ahead. There’s never been a better time to begin planning for retirement. Begin with decades of expertise at your side today.

401k-and-ira-rollovers Professionals have several choices when they change jobs. They can roll-over their assets into a 401k, roll-over their assets into their current employer’s plan or take their distribution in cash and risk tax penalties. The role of Michigan Retirement Specialists is to help clients analyze their available options and decide on a route that will allow for optimal cash flow in the long-term. Begin reviewing your options with a retirement specialist today!

Annuities Annuities can help to increase retirement savings or protect current savings. Whether clients are interested in deferred annuities, variable annuities or income-based annuities, Michigan Retirement Specialists have the marketplace experience to help make the market as easy-to-understand as possible. A clear path to a productive future begins today.

Estate Planning Proactive estate planning is crucial to any successful financial plan. Michigan Retirement Specialists can help outline complex concepts surrounding wills and trusts while providing valuable strategies that ensure clients and their beneficiaries gain continual access to their wealth for the long-term. Trusted professional advisors are available now.

Tax Planning Understanding the key tax planning strategies available to them can help clients reduce their tax expenditure as they begin their retirement. The Michigan Retirement Specialists team offers concrete advice on tax mitigation strategies, based on over 70 years’ proven market experience. Review your options today.

Future financial security depends upon decisive action based on expertly-researched data. Contact the experienced specialists here at Michigan Retirement Specialists to ensure a bright long-term future for you and your family.