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TOP 30 Retirement preparation in Michigan
173 results found
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Cornerstone Retirement Partners
Cornerstone Retirement Partners is an independent fiduciary financial advisory and Medicare firm located in Grand Rapids, Michigan. With over 20 years of experience, our professional financial advisors and Medicare specialists assist working individuals with the transition into retirement. We help our clients navigate the process of signing up for Medicare, Social Security, and creating income plans from their accumulated wealth. Our team also collaborates with elder law attorneys to help retirees transfer their wealth to their loved ones while qualifying for Medicaid. As fiduciaries, Ron and Nolan are committed to acting in the best interest of our clients when recommending investments. They specialize in managing assets throughout retirement and working with Medicaid annuities. Our Medicare specialists, Nancy and Kristin, provide guidance on Part D and supplemental insurance options during Medicare open enrollment.
Retirement Solutions
Retirement Solutions is a leading financial institution located at 1053 South Lincoln Drive in Hancock, Michigan. Our team of experienced professionals is dedicated to helping individuals plan and prepare for a secure and comfortable retirement. We offer a wide range of services including retirement planning, investment strategies, wealth management, and estate planning. Our goal is to provide personalized solutions that meet the unique needs and goals of each client. Contact us today to start building a solid foundation for your future.
Jones Retirement Advisors
Jones Retirement Advisors is a finance institution located at 230 North 2nd Street in Brighton, Michigan, United States. We understand that your journey through life is like scaling a financial mountain, and we are here to help you confidently reach the summit of retirement. Our unique C.L.I.M.B. Process allows us to examine your current financial situation, determine your retirement needs, and create a custom strategy to help you reach your unique retirement goals. At Jones Retirement Advisors, we provide the gear and guidance you need to confidently navigate the entire retirement journey. From conserving and growing assets to generating lifetime income, insuring your health, minimizing taxes, and building a legacy, we are here to help you enjoy the greatest adventure of your life.
Retirement Strategies
Retirement Strategies, located at 21605 Farmington Road in Farmington Hills, Michigan, is a finance institution dedicated to helping clients plan for a secure financial future. Our mission is to be a trusted long-term partner for our clients, offering expert advice and personalized strategies to help them achieve their retirement goals. Whether you are just starting to save for retirement or are looking to maximize your existing assets, our team of financial experts is here to help. Contact us today to learn more about how Retirement Strategies can help you plan for a successful retirement.
Alpert Retirement Advising
Alpert Retirement Advising is a leading financial institution located at 27777 Franklin Road in Southfield, Michigan, United States. Specializing in retirement planning and advising, our team of experts provide personalized financial strategies to help individuals prepare for a secure and comfortable retirement. With a focus on long-term financial stability and wealth management, Alpert Retirement Advising is dedicated to helping clients achieve their retirement goals and secure their financial future.
Paragon Retirement Planning Inc.
Paragon Retirement Planning Inc. is an independent financial advisor and fiduciary based in Metro Detroit, located at 50 West Big Beaver Road, Troy, Michigan, United States. Our institution offers an intensive retirement planning class at various universities in the metro Detroit area, providing attendees with a free, in-depth retirement plan. As fiduciaries, we hold a legal and ethical obligation to act in the best interests of our clients, ensuring that their retirement planning is in trustworthy hands.
Key Financial Solutions Inc
Key Financial Solutions Inc is a leading accounting and finance institution located in the heart of Detroit, Michigan. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses alike. Whether you need help with tax preparation, bookkeeping, or financial planning, we have the expertise to meet your needs. Visit us at 19411 West McNichols Road to see how Key Financial Solutions Inc can help you achieve your financial goals.
UHY LLP, CPA
UHY LLP, CPA is a reputable accounting and finance institution located at 27725 Stansbury Street in Farmington Hills, Michigan, United States. With a team of experienced Certified Public Accountants, they provide a wide range of services including tax preparation, auditing, financial consulting, and more. Their dedication to client satisfaction and attention to detail sets them apart as a trusted partner for individuals and businesses seeking expert financial guidance. Visit UHY LLP, CPA for all your accounting needs and experience the difference of working with a top-tier financial institution.
LTC Financial Partners
LTC Financial Partners is a finance, health, and insurance agency located at 9577 Bay Creek Road in Erie, Michigan, United States. Specializing in long-term care planning, they offer a range of services to help individuals and families prepare for the future. With a team of experienced professionals, LTC Financial Partners is dedicated to providing personalized solutions to meet the unique needs of their clients. Whether you are looking for financial guidance, health insurance options, or long-term care planning, LTC Financial Partners is committed to helping you secure your financial future.
Lolley Financial
Lolley Financial is a reputable finance institution located at 107 South Broad Street in Adrian, Michigan, United States. Specializing in providing a wide range of financial services, Lolley Financial is dedicated to helping individuals and businesses achieve their financial goals. With a team of experienced professionals, Lolley Financial offers personalized financial solutions tailored to meet the unique needs of each client. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, Lolley Financial is committed to providing expert guidance and exceptional service. Visit us today to learn more about how we can help you secure a stable financial future.
Thompson & Co.
Thompson & Co. is a charming bar and restaurant located at 400 North River Street in Ypsilanti, Michigan. Our cozy establishment offers a warm and inviting atmosphere where guests can enjoy delicious food and drinks in a relaxed setting. Whether you're looking for a casual meal with friends or a night out on the town, Thompson & Co. has something for everyone. Come visit us and experience our exceptional hospitality and mouthwatering menu options.
Bankers Life
Bankers Life, located at 333 South Stephenson Avenue in Iron Mountain, Michigan, is a finance, health, and insurance agency offering a wide range of insurance options. Our agents provide core products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company, as well as options from partner carriers such as Aetna, Humana, UnitedHealthcare®, and Wellcare. We specialize in helping individuals compare Medicare Advantage plans to find the best coverage for their needs. With the rising cost of healthcare and the increasing need for long-term care, it's important to be prepared and have discussions with loved ones about planning for the future.
Mills Financial
Mills Financial, located at 905 Ashmun Street in Sault Ste. Marie, Michigan, is a comprehensive finance, health, and insurance agency dedicated to providing insurance and financial strategies with a personal and professional touch. With over 100 years of combined experience in health insurance and financial planning, Mills Financial is committed to helping clients make smart decisions in health and investments. As a family-run business, Mills Financial is passionate about preparing families for their financial futures. They offer a range of services to help clients of all ages and stages of life achieve their financial goals and protect their retirement income. Whether you are planning for retirement or looking to grow your wealth, Mills Financial can create strategies tailored to your needs.
Mills Financial
Mills Financial, located at 335 Silver Street in Boyne City, Michigan, is a finance, health, and insurance agency that offers insurance and financial strategies with a personal and professional touch. With over 100 years of combined experience in health insurance and financial planning, Mills Financial is dedicated to helping clients make smart decisions in health and investments. As a family-run business, Mills Financial is passionate about preparing families for a secure financial future. They offer a range of services to help clients of all ages and stages of life achieve their financial goals and protect their retirement income. Whether you are planning for retirement or looking to grow your wealth, Mills Financial can help create strategies tailored to your needs.
Bankers Life
Bankers Life, located at 1760 Forest Ridge Drive in Traverse City, Michigan, is a finance, health, and insurance agency offering a wide range of insurance options. Our agents provide core products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company, as well as options from partner carriers such as Aetna, Humana, UnitedHealthcare®, and Wellcare. We specialize in helping individuals compare Medicare Advantage plans to find the right coverage. With the rising costs of healthcare and the need for long-term care, it's important to be prepared and have discussions with loved ones. Bankers Life is currently recruiting for agent, manager, and investment professional opportunities. Our award-winning training programs are designed to set you up for success and provide a career path that meets your individual aspirations. Join us at Bankers Life to achieve more and help your community achieve a financially secure retirement.
River Financial Planners
River Financial Planners is a reputable finance and insurance agency located at 142 Washington Street in Manistee, Michigan, United States. With a team of experienced financial advisors, we specialize in providing personalized financial planning services to help our clients achieve their financial goals. Whether you are looking to invest for the future, protect your assets with insurance, or plan for retirement, our dedicated team is here to guide you every step of the way. Trust River Financial Planners to help you secure a stable financial future.
Bliss and Thompson Financial Services
Bliss and Thompson Financial Services is a reputable finance and insurance agency located at 3409 Veterans Drive in Traverse City, Michigan. With a strong commitment to providing personalized and comprehensive financial solutions, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking for investment advice, insurance coverage, retirement planning, or wealth management services, Bliss and Thompson Financial Services is here to assist you every step of the way. Contact us today to schedule a consultation and see how we can help you navigate the complexities of the financial world.
Bankers Life
Bankers Life, located at 3350 Eagle Park Drive Northeast in Grand Rapids, Michigan, is a comprehensive finance, health, and insurance agency. Our agents offer a wide range of insurance options, including products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company, as well as options from partner carriers like Aetna, Humana, UnitedHealthcare®, and Wellcare. When it comes to Medicare, our agents can help you compare Advantage plans to find the best coverage for your needs. With the increasing need for long-term care as people live longer and health care costs rise, it's crucial to be prepared and have discussions with loved ones about the future.
Dave Hallada - State Farm Insurance Agent
Dave Hallada - State Farm Insurance Agent is a local hometown insurance agency located at 9350 Howard City Edmore Road in Lakeview, Michigan, United States. As we enter the spring season, we are here to help you with all your insurance needs, whether it's for your home, life, auto, recreational vehicles, and more. Our team is dedicated to getting to know you personally and celebrating your achievements, while also being there to support you during challenging times. With over 29 years of experience in the insurance industry, we are committed to helping you prepare for the unexpected and protect what matters most to you. We understand the importance of having reliable insurance coverage, which is why we offer a range of services including home, auto, life, health, and more. Our goal is to be your first and best choice for all your insurance and financial service needs. Whether you need help planning for retirement, protecting your personal information, or managing auto repair costs, we are here to assist you every step of the way.
New York Life
New York Life is an insurance agency located at 5088 Corp Exch Blvd SE in Grand Rapids, Michigan, United States. They offer permanent policies with guaranteed death benefits and cash value growth, long-term coverage that is customizable to your needs and budget, and the ability to invest policy cash value in the market. They also provide coverage for everyday tasks, lost income due to sickness or injury, professionally managed investments, bundled investments with low fees, and investments for education expenses. New York Life offers expertise and guidance to create investment strategies, help with estate planning, and insurance options for employees, executives, and business owners. They have a diverse and welcoming workplace, and have been recognized as an industry leader for over 175 years. Their mission is to make the world a better place through community engagement and charitable giving. With a workforce that reflects the communities they serve, New York Life is committed to helping families thrive and prosper. They offer resources, tools, and financial calculators to help individuals prepare for the future.
Wolf Financial Advisory
Wolf Financial Advisory is a reputable finance and insurance agency located at 728 Pleasant Street in St. Joseph, Michigan, United States. Our experienced team of financial advisors is dedicated to providing personalized solutions to help clients achieve their financial goals. Whether you are looking to invest wisely, protect your assets, or plan for retirement, we are here to guide you every step of the way. Trust Wolf Financial Advisory to provide expert advice and superior service for all your financial needs.
Horton Group
The Horton Group is an insurance agency located at 200 North Main Street in Three Rivers, Michigan, United States. We specialize in helping businesses understand their risks and liability, and work with them to build the right insurance coverage policy. Our goal is to lower the true cost of risk and provide comprehensive, cost-effective, and innovative solutions to protect businesses from complex challenges. With a focus on specialization, we understand the greatest risks and opportunities facing different industries. In the ever-changing healthcare industry, we guide businesses towards the best choices for their employees and members. We apply insight and experience to drive more value and deliver better outcomes from benefit programs.
Strive Financial
Strive Financial is an insurance agency located at 110 North Michigan Avenue in Howell, Michigan. Since 2005, we have been dedicated to helping individuals, families, and business owners protect their assets, prepare for uncertainty, and plan for retirement. We offer a wide range of personal insurance policies, including auto insurance, umbrella insurance, watercraft insurance, home insurance, motorcycle insurance, condominium insurance, and renters' insurance. For commercial clients, we provide policies such as commercial car insurance, commercial property insurance, bonds, business owner policy insurance, workers' compensation, equipment insurance, cyber liability insurance, commercial package policies, and professional liability insurance. We also offer group policies for long-term care, dental insurance, life insurance, health insurance, and annuities. Our team of experienced agents, including Jake, Hollie, Makena, Rachael, Jeffery Kropodra, and Jeffery Kavanaugh, are dedicated to providing professional consultation and exceptional service to our clients. We strive to make the insurance process simple and smooth for everyone, ensuring that your needs are met and your assets are protected. Contact us today for a quote or to learn more about how we can help you plan for a secure future.
Bankers Life
Bankers Life, located at 13602 Merriman Road in Livonia, Michigan, is a finance, health, and insurance agency offering a wide range of insurance options. Our agents provide core products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company, as well as options from partner carriers such as Aetna, Humana, UnitedHealthcare®, and Wellcare. We specialize in helping individuals compare Medicare Advantage plans to find the right coverage. With the rising cost of healthcare and the need for long-term care becoming more prevalent, it's important to be prepared and have discussions with loved ones. Bankers Life is currently recruiting for agent, manager, and investment professional opportunities. If you are interested in helping your community achieve a financially secure retirement, our award-winning training programs and career paths can help you succeed. Join us at Bankers Life for unlimited earning potential, a flexible schedule, and team-building opportunities in your local branch office. Come achieve more with Bankers Life!
Bankers Life
Bankers Life, located at 6770 Dixie Highway in City of the Village of Clarkston, Michigan, is a finance, health, and insurance agency offering a wide range of insurance options. Our agents provide core products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company, as well as options from partner carriers such as Aetna, Humana, UnitedHealthcare®, and Wellcare. We specialize in helping individuals compare Medicare Advantage plans to find the right coverage. With the rising costs of healthcare and the need for long-term care, it's important to be prepared and have discussions with loved ones. Bankers Life is currently recruiting for agent, manager, and investment professional opportunities. Our award-winning training programs are designed to set you up for success and provide a career path that meets your individual aspirations. Join us at Bankers Life and help your community achieve a financially secure retirement while enjoying unlimited earning potential, a flexible schedule, and team-building in your local branch office. Start planning your next steps with Bankers Life today!
Orbix Capital
Orbix Capital is an insurance agency located at 24681 Northwestern Highway in Southfield, Michigan, United States. Our team of elite professionals has years of experience in preparing families for the unexpected and the expected. We go beyond just offering final expense benefits and tailor policies to work for you while you're living, redefining the meaning of life insurance. As contracted with the nation's top carriers, we can save you money on your premium or increase your coverage without increasing the price. Ask about our CBO and ROP programs for additional benefits. Our products, such as indexed universal life, allow your monthly premium to work for you, accumulating interest and doubling every seven to ten years.
Pacific Life
Pacific Life, located at 25300 Telegraph Road in Southfield, Michigan, is an insurance agency with over 150 years of expertise in retirement and life insurance solutions. With a focus on strength, stability, and commitment to protecting generations of families, Pacific Life provides the confidence needed to enjoy a life well-lived and ensure a secure tomorrow. The institution is dedicated to creating a meaningful future for stakeholders through its corporate social responsibility efforts. From innovative integrations with Employee Navigator to hiring a Head of Distribution for Workforce Benefits Business, Pacific Life offers life insurance and retirement solutions to help individuals reach their financial goals. With a deep commitment to providing the income needed when it matters most, Pacific Life ensures that its policyholders are prepared for whatever the future may hold. Please note that insurance products are issued by Pacific Life Insurance Company in all states except New York, where they are issued by Pacific Life & Annuity Company. Each insurance company is solely responsible for the financial obligations accruing under the products it issues. Visit Pacific Life's Home Office in Newport Beach, CA for more information.
Mitchell Payment, Bankers Life Agent
Mitchell Payment, Bankers Life Agent is an insurance agency located at 13602 Merriman Road in Livonia, Michigan, United States. Our agents offer a wide range of insurance options, including products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, Washington National Insurance Company, and partner carriers such as Aetna, Humana, UnitedHealthcare, and Wellcare. We specialize in helping individuals compare Medicare Advantage plans to find the best coverage for their needs. With the rising cost of healthcare, planning for long-term care is essential. Our team can help you prepare for the future and have important conversations with your loved ones. Bankers Life is currently recruiting agents, managers, and investment professionals who are passionate about helping their community achieve a financially secure retirement. Our training programs are award-winning and designed to set you up for success in a flexible and rewarding career. Join us at Bankers Life and achieve your goals while making a positive impact in your local branch office.
Johnsman Financial Group LLC
Johnsman Financial Group LLC is a leading mutual life insurance company located at 2711 East Jefferson Avenue, Detroit, Michigan, United States. We offer insurance, investment, and retirement solutions to help individuals secure their financial future. With over 100 years of experience, we are committed to providing transparent, objective, and high-integrity services to our clients. Our funeral expense coverage ranges from $7,000 to $12,000, which includes coffin, embalming, services, transportation, viewing, burial, and other preparations. Cremation services typically cost between $6,000 and $7,000. Additional expenses such as cemetery fees, monuments, markers, and flowers are not included in these costs.
Mary Downing, Bankers Life Agent
Mary Downing, Bankers Life Agent is an insurance agency located at 706 South Main Street in Cheboygan, Michigan, United States. Our dedicated agents offer a wide range of insurance options, including core products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. In addition, we work with partner carriers such as Aetna, Humana, UnitedHealthcare®, and Wellcare to provide you with even more choices. When it comes to Medicare, our agents can help you compare Medicare Advantage plans to find the coverage that best suits your needs. We understand the importance of planning for long-term care, especially as people live longer and healthcare costs continue to rise. Let us assist you in preparing for the future and having important discussions with your loved ones.
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