Retirement & Financial Planning Services

Comprehensive Financial Planning Services,
  Customized for Personal Success.

John With CustomerPre-retirement planning
The team at Michigan Retirement Specialists is committed to financial literacy. They educate their clients on their future options, and harness their unique skills and experience Read more

Estate planning
Michigan Retirement Specialists are the experts for financial services strategies that focus on asset protection. The company’s work with hundreds of high net worth individuals highlights their comprehensive success in the marketplace.Read more

Tax planning
Business owners and other professionals must understand their tax obligations. Michigan Retirement Specialists takes an educational role in guiding clients on tax planning and preparation and helping their clients to reduce their tax burden.Read more

401 (k) and IRA rollovers
Managing retirement savings can be a complex business when a professional changes jobs. That’s why they must have access to experts who understand the industry and can provide advice on 401(K) and IRA rollover options. Read more

Annuities
Michigan Retirement Specialists will help clients to gain a greater understanding of the annuities products marketplace. They will provide each client with complete information on each of the annuities options available to them and provide Read more

Long-term care
With the cost of health insurance continually rising, many professionals are now considering their long-term care options. Michigan Retirement Specialists will work with clients to go over their care options. The company’s team has the experience and industry expertise to devise strategies that ensure all obligations are covered. They will go over insurance policies with clients to enable the client to outline their personal objectives. It’s a service that helps protect the client and their beneficiaries against the damaging financial effects of unforeseen circumstances in future.

To learn more, clients may contact Michigan Retirement Specialists directly today. Qualified professionals are ready to begin safeguarding their clients’ future.

Educational seminars
As leaders within a broad range of financial services areas, including estate planning, tax preparation, retirement planning and many more, Michigan Retirement Specialists offers a number of expert-based educational seminars.

Post-retirement strategies
The key to savvy post retirement strategies is to continually evaluate the marketplace and ensure that personal wealth is working on behalf of its owner. That’s exactly why so many professionals turn to the experts at Michigan Retirement Specialists. Building successful post-retirement strategies is one of the leading areas of expertise for the team at Michigan Retirement Specialists. The company’s team continually review their clients’ financial plans and modify them to ensure they remain in-line with the client’s personal objectives given the evolving market conditions. It’s a skill that Michigan Retirement Specialists have mastered for their clients.

Contact the company’s retirement strategists today to learn more about their services in this area.

Proactive planning leads to long-term success. Begin your successful future today by choosing Michigan Retirement Specialists.