Attend one of our virtual workshops
Attend a Free Virtual Workshop
For the safety and health of our clients, we will be offering online virtual workshops to keep you educated and informed during this time of uncertainty. Please join us for a virtual workshop topics including Social Security, Secure Act, and COVID-19 and how it will affect your financial situation. You can also schedule a one-on-one consultation with a member of our team.
Our Virtual Workshops:
We will take you through considerations related to different types of annuities and show you that not all annuities are the same. Some are good, some are bad and some are downright ugly. In addition, we will address the components of a retirement income plan
and much more!
Call us at 734-844-3400 to register or email us at [email protected]
We will take you through considerations related to different types of annuities and show you that not all annuities are the same. Some are good, some are bad and some are downright ugly. In addition, we will address the components of a retirement income plan
and much more!
Call us at 734-844-3400 to register or email us at [email protected]
Learning ways to avoid unnecessary mistakes might be the best investment you could make. Some topics we will be discussing…
- Why taxes may be the biggest retirement risk you haven’t planned for.
- Ways to create a tax-efficient income retirement from your current 401(k)/403(b)/IRA or using non-IRA money.
- Learn ways to help protect your assets from getting eaten up by long-term care and healthcare costs.
- Ways to protect yourself against stock market and tax volatility.
- Learn how to take advantage of a 2-4 year tax window now.
and much more! Call us at 734-844-3400 to register!
Not sure where to start with Medicare? We can help!
Download this 16-page guide and get answers to the most common questions about Medicare, including:
- What’s the difference between Medicare Parts A, B, C and D?
- What's covered? And how much will I pay?
- Is Medicare Supplement insurance or a Medicare Advantage plan right for me?
Rather Meet One-on-One?
Schedule a meeting with a member of our team to create your financial strategy today.
Or give us a call at 734.844.3400.
