Retirement Planning

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13399061 sIt is never too early to plan for your retirement. In most cases, employer and government retirement resources will not provide sufficient funding to ensure a comfortable and secure retirement. Retirement planning and retirement saving programs have become a necessity rather than a luxury. Our firm provides a variety of planning and advisory services to assist you with your retirement questions. For a more comprehensive look at your retirement planning needs, please call this office at 248 572-4731.

IRA & Pension Plan Strategies
So many plans, so many rules!

  • To Roth or not to Roth?
  • Self directed approach or managed approach?
  • Should I consider a retirement income annuity or a no load diversified account?
  • What is more important to me: Protecting capital or protecting income?
  • Will I be able to retire on a return of 3% or do I need to take risk in the hope of earning more than that?

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Using reasonable assumptions, how long might my money last and will it run out before I run out of time?

These are just a few of the important questions that our firm may be able to help you with. Education increases your brain power and we believe it is far easier to make tough choices when you understand the options! Call today for some real help. 248-572-4731

What will your Social Security Retirement be?

SS Benefits
Each year the Social Security Administration will send you a free Earnings & Benefit Statement to determine how much Social Security income you will be entitled to. You can use these calculators to estimate your Social Security retirement income. Feel free to send a copy to our office for review and discussion!

Location of Nearest Social Security Office
Input your zip code to determine the office location and hours of the nearest Social Security Administration office.



The Social Security Administration (800) 772-1213 provides a variety of Internet resources.

1120 S. Lapeer Road, Oxford MI 48371
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Our Mission is to To provide our customers superior financial planning and investment management services, fostering opportunities for wealth and portfolio growth, while providing potential for social and economic returns for our clients.