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TOP 30 Financial planning for seniors in Michigan
107 results found
Search for local businesses, places and services near you
Karen Hillis, Bankers Life Agent
Karen Hillis, Bankers Life Agent is an insurance agency located at 44250 Garfield Road in Clinton Township, Michigan, United States. As a dedicated Bankers Life agent, Karen Hillis provides personalized insurance solutions to help individuals and families protect their financial future. With a focus on customer service and expertise in insurance products, Karen Hillis is committed to helping clients navigate the complexities of insurance and find the right coverage for their needs. Contact Karen Hillis, Bankers Life Agent today for a comprehensive insurance consultation.
Eightcap Inc
Eightcap Inc. is a community-focused institution located at 5827 Orleans Road in Orleans, Michigan, United States. Our mission is to collaborate with private, government, and community organizations to deliver programs that alleviate the causes of poverty and its effects, ultimately helping individuals become self-sufficient. We serve the counties of Gratiot, Isabella, Montcalm, and Ionia. At Eightcap Inc., we offer a variety of programs and services to support those in need, including early childhood programs, energy conservation programs, volunteer opportunities for seniors, and advocacy for abused and neglected children. We also provide assistance for individuals struggling with housing, utilities, and financial stability.
Q Elder Law
Q Elder Law is a reputable law firm specializing in elder law located at 1125 East Milham Avenue in Portage, Michigan. Serving Kalamazoo County and surrounding areas including Allegan, Berrien, Calhoun, Cass, St. Joseph, and Van Buren, our team of experienced attorneys is dedicated to providing comprehensive legal services for seniors and their families. Whether you need assistance with estate planning, Medicaid planning, long-term care planning, or guardianship matters, Q Elder Law is here to help. Contact us at (269) 343-2272 or email us at info@qelderlaw.com to schedule a consultation.
Family & Aging Law Center PLLC
The Family & Aging Law Center PLLC is a legal institution specializing in providing expert guidance and representation in matters related to family and aging law. Located at 1100 Corporate Office Drive in Milford Charter Township, Michigan, this center offers comprehensive legal services to individuals and families facing issues such as estate planning, guardianship, elder law, and more. With a dedicated team of experienced lawyers, the Family & Aging Law Center PLLC is committed to helping clients navigate the complexities of the legal system with compassion and expertise. Contact them today for professional and personalized legal assistance.
Debt Relief Centers
Debt Relief Centers is a reputable legal institution located at 23930 Michigan Avenue in Dearborn, Michigan, United States. Our team of experienced lawyers specializes in providing expert assistance to individuals struggling with overwhelming debt. We offer a range of services including debt negotiation, settlement, and bankruptcy filings to help our clients achieve financial freedom. With a commitment to personalized attention and tailored solutions, Debt Relief Centers is dedicated to helping individuals navigate the complex world of debt relief with confidence and ease. Contact us today to schedule a consultation and take the first step towards a brighter financial future.
Bartholomew Law Firm
Bartholomew Law Firm is a professional and experienced estate planning and probate law firm located at 39111 Six Mile Road in Livonia, Michigan. Committed to solving your problems as if they were our own, we offer services in Estate Planning, Elder Law, Probate, Estate & Trust Administration, and Real Estate Law. Serving clients throughout Southeast and Mid-Michigan, we can meet you at our various offices or at your preferred location, whether it be your home, hospital, nursing home, senior center, or elsewhere. Founded in 2008, our firm is dedicated to providing effective and compassionate legal solutions to clients facing crises such as financial or health issues, major life transitions, loss of a loved one, starting a new business, or personal injury. We understand that seeing a lawyer can be intimidating, which is why we strive to create a welcoming and friendly environment where professionalism and experience meet small-town charm.
Mannor Law Group
Mannor Law Group, located at 805 Oakwood Drive in Rochester, Michigan, is a dedicated law firm specializing in elder law and estate planning. Unlike other law firms that solely focus on the legal and financial aspects of aging, Mannor Law Group takes a holistic approach to planning for the future. They provide guidance on financial and legal protections, as well as lifelong support through all stages of aging and death. The team at Mannor Law Group is highly knowledgeable and professional, offering a range of services including estate planning, special needs planning, veterans’ benefits, Medicaid planning, and after-death administration. Their founding attorney, Bob Mannor, is a Certified Elder Law Attorney and has a stellar track record of helping Michigan seniors access government benefits for long-term care.
Grand Wealth Management
Grand Wealth Management is a finance institution located at 333 Bridge Street Northwest, Grand Rapids, Michigan, United States. Our holistic approach aligns your finances with what's important to you, working as your partner to achieve what matters most. Whether you are a business owner looking to build, protect, and maximize your wealth inclusive of your business, or an individual navigating complex compensation structures, we provide transparent and tax-sensitive financial plans tailored to your goals. Our team, led by Senior Financial Advisor Jeff Williams, is dedicated to helping clients secure their financial future and create a lasting legacy for their loved ones. Login to securely upload your documents through Citrix ShareFile and learn more about our comprehensive Wealth Management Services today.
Kaydan Wealth Management, Inc.
Kaydan Wealth Management, Inc. is a finance institution located at 329 West Silver Lake Road, Fenton, Michigan, United States. We are dedicated to helping our clients achieve their financial goals with confidence and clarity. Our personalized wealth management services are tailored to guide you through every stage of your financial journey, aligning with your unique aspirations. Our commitment to providing a superior financial experience sets us apart. With a team of experienced professionals, including Certified Financial Planners™, we offer tailored solutions that fit your specific needs and circumstances. Founder and Senior Wealth Advisor, Jim, leads the firm in advancing our mission statement and developing comprehensive wealth solutions for our clients.
Provizr
Provizr is a leading finance institution located at 777 East Eisenhower Parkway in Ann Arbor, Michigan, United States. We specialize in providing innovative financial solutions to help individuals and businesses achieve their goals. Our team of experienced professionals is dedicated to delivering personalized services and strategic advice to our clients. Whether you are looking to grow your wealth, plan for retirement, or secure a loan, Provizr is here to help you every step of the way. Visit us today to learn more about how we can assist you in reaching your financial objectives.
Bergstrom - Elder Consulting Group
Bergstrom - Elder Consulting Group is a reputable institution located in Northville, Michigan, United States. We specialize in providing expert consulting services for seniors and their families. Our team of experienced professionals offers personalized guidance and support to help navigate the complex world of elder care and planning. Whether you need assistance with financial planning, long-term care options, or estate planning, we are here to help. Trust Bergstrom - Elder Consulting Group to provide compassionate and knowledgeable advice to ensure the best possible outcome for you and your loved ones.
The Phil’s Tax Hacks
The Phil’s Tax Hacks is a finance institution located at 22029 Farmington Road, Farmington, Michigan, United States. As tax season approaches, it's the perfect time to tune into their podcast for valuable tax tips and insights from Phil, a CPA. The podcast covers topics such as avoiding tax pitfalls, practical strategies for retirees against scams and fraud, and the similarities between March Madness and retirement planning. Phil, with over 20 years of experience in financial services, is dedicated to helping clients create sound financial strategies for retirement. His mission is to empower seniors and soon-to-be retirees to take control of their financial future. With a background as a CPA and a Masters in Taxation, Phil is able to create comprehensive financial strategies that maximize income, reduce taxes, and grow assets while minimizing market volatility. The institution is committed to supporting more clients and building long-term relationships. Tune into the podcast to learn more about Phil Putney and AFS Wealth Management, access financial articles and educational videos, and stay updated on market trends and events at the firm. Phil's financial strategies have been featured on various media outlets, showcasing his expertise in providing security and peace of mind through sound financial planning.
American Retirement Advisors, Inc.
American Retirement Advisors, Inc. is a finance institution located at 3778 South Lapeer Road, Metamora, Michigan, United States. Our mission is to provide personalized investment strategies for our clients to help them achieve their financial goals. With headquarters in rural Metamora and three additional locations, we offer financial planning and investment management services throughout Michigan communities. Our team of CPA’s and CFP’s specialize in Strategic Case design with a focus on income and tax efficiency. We assist clients in intelligently investing their assets to meet short and long-term needs, while maintaining and improving their overall financial standing. We provide full transparency and utilize investment and insurance solutions to achieve financial independence. Ed Slott, a renowned financial expert in the United States, collaborates with us to provide training in IRAs and retirement distribution planning. Our Color of Money Risk Analysis assesses financial pictures and provides a roadmap to overall risk preferences. Generational Vault, our virtual safety deposit box, offers an easier way to keep track of vital documents. Let us be your trusted guide to retirement and help you secure a comfortable financial future.
Ascend Retirement Solutions
Ascend Retirement Solutions is a leading finance institution located at 55846 Apple Lane in Shelby Township, Michigan, United States. Specializing in retirement planning and investment management, Ascend Retirement Solutions helps individuals and families create personalized strategies to secure their financial future. With a team of experienced financial advisors, Ascend Retirement Solutions offers a wide range of services to help clients navigate the complex world of retirement planning. Whether you are just starting to save for retirement or looking to maximize your current investments, Ascend Retirement Solutions is dedicated to helping you ascend to a secure and prosperous retirement.
Booko & Associates
Booko & Associates is a finance institution located at 200 South Main Street in Three Rivers, Michigan, United States. They offer a range of certifications and designations for financial professionals to enhance their expertise in various areas of financial planning and management. One of the certifications they offer is the AAMS™, which focuses on asset management and investment concepts for individuals. Candidates must pass an examination covering topics such as asset allocation, investment strategies, and estate planning.
Bank of America Private Client Advisor Robert (Bob) W Kruse
Bank of America Private Client Advisor Robert (Bob) W Kruse is located at 39577 Woodward Avenue in Bloomfield Hills, Michigan. As a Senior Vice President and Private Client Advisor, Bob offers tailored advice and guidance to nonprofit organizations, endowments, and high-net-worth individuals and families. With years of experience at Bank of America, Bob has a deep understanding of wealth preservation and future planning. He is also actively involved in community organizations such as the YMCA and youth sports clubs. The team at Bank of America Private Bank is dedicated to building strong client relationships based on trust and personal experience. They listen carefully to each client's needs and goals before creating strategies to meet them. With a history of over 200 years, Bank of America Private Bank helps clients manage significant wealth by providing personalized approaches and resources from Bank of America. Their commitment is to prioritize client goals and help them achieve financial objectives, whether it's preserving wealth, building legacies, or planning for growth. Bank of America Private Bank values innovation and strives to help clients navigate evolving markets and financial landscapes. They provide disciplined financial strategies and aim to build bridges across generations. Please note that by visiting their website, you may be directed to FINRA’S BrokerCheck. Additionally, investing involves risk, and it's important to consult legal and tax advisors before making financial decisions. Bank of America Private Bank and its affiliates do not provide legal, tax, or accounting advice, and fiduciary standards may not apply in certain situations.
Gordon Advisors, P.C.
Gordon Advisors, P.C. is a leading accounting and finance institution located at 1301 West Long Lake Road in Troy, Michigan, United States. With a focus on public accounting and consulting, Gordon Advisors provides businesses with the expertise needed to gain a competitive edge in today's market, while also developing strategic plans for long-term success. One of the institution's key areas of expertise is in tax savings on retirement plans, with Hannah Thoms, a CPA, M.S.F., CFP®, AEP® shareholder at Gordon Advisors, offering valuable insights on maximizing savings for retirement. As Americans face the challenge of saving for retirement in an era of longer life spans, Gordon Advisors provides essential guidance on navigating the complexities of personal retirement savings.
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