TOP 30 Pension planning in Michigan
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Smart Money Financial Advisors, LLC
● ClosedSmart Money Financial Advisors, LLC is a finance and insurance agency located at 12900 Hall Road in Sterling Heights, Michigan, United States. Our institution specializes in helping Baby Boomers retire with more certainty, even in a declining market. We offer a comprehensive guide on the 7 Steps To Retiring With More Certainty, focusing on preventing Sequence of Returns risk from impacting your retirement savings. Our team emphasizes the importance of having a clear vision for retirement, utilizing a variety of investment types, and implementing the 6 essential pillars for a successful retirement. We help clients optimize Social Security and pension benefits, generate income through investments and annuities, and ensure tax-efficiency in their financial plans.
12900 Hall Rd #250, Sterling Heights, MI 48313, United States -
Ascend Retirement Solutions
● OpenAscend 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.
55846 Apple Ln, Shelby Township, MI 48316, United States -
McAfee & Associates PC
● ClosedMcAfee & Associates, P.C. is a reputable accounting firm located in Portage, Michigan, United States. Specializing in accounting, finance, and legal services, we cater to individuals and small businesses with a focus on income tax planning, estate planning, and business tax compliance. Our team is dedicated to providing personalized services for a wide range of professions, including medical, legal, and business executives. We offer a variety of services for small businesses, including entity selection, business startup assistance, and ongoing planning and compliance. Additionally, we provide personalized employee benefit and pension planning to help businesses thrive.
7900 Kirkland Ct, Portage, MI 49024, United States -
Gogebic County Retirement System
● OpenWelcome to the Gogebic County Retirement System, your trusted local government office dedicated to serving the retirement needs of our community. Conveniently located at 200 North Moore Street, Bessemer, Michigan, we are committed to providing comprehensive support and information to current and future retirees of Gogebic County. Our experienced team is here to assist with a range of retirement-related services, ensuring a smooth transition and peace of mind for your golden years. Whether you need assistance with pension plans, benefit calculations, or retirement planning, we are here to help. Visit us today and discover how we can support your journey towards a secure and fulfilling retirement.
200 North Moore Street, Bessemer, Michigan 49911, United States -
True Blue Financial Benton Harbor
● ClosedWelcome to True Blue Financial Benton Harbor, your trusted partner for comprehensive financial planning and investment management. Located at 667 West Main Street, Benton Harbor, Michigan, we proudly serve Southwest Michigan and beyond with independent, client-first financial wisdom. As a Registered Investment Advisor, we are dedicated to helping you navigate the complexities of financial markets, life changes, and unexpected events with confidence. Our seasoned team of financial planners, investment advisors, retirement counselors, and certified accountants work collaboratively to address all your financial needs under one roof. We offer a wide range of services, including asset allocation planning, retirement income strategies, tax planning, insurance needs analysis, and more. Our expertise extends to specialized guidance for employees of AEP, Whirlpool, and Corewell Health, ensuring tailored advice that integrates your employee benefits into your broader financial picture.
667 West Main Street, Benton Harbor, Michigan 49022, United States
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