Largest Independent Provider of Retirement Services and Education in the State Michigan.
Jeffrey and his team successfully serve hundreds of pre and post retirees every year. His clients always say it best:
"When it comes to knowing everything you need to know(State Pension System, Medical Benefits, Retirement Plans, IRA's, 403b, 457 plans, Social Security and All types of Insurance)Jeffrey and his team are there for you. You will know everything is up to date... Easy, simple and DONE!
Because of him, We are retired, playing golf, visiting the kids/grandkids without a worry. I have had my share of advisors in the past... There is no comparison to the level of service, quality of information and best of all, results. If you get the opportunity, speak to him like we did... you will not regret it!"
Paul & Patricia L.
Seniors shoulder a surprisingly large credit card debt burden
Younger generations of Americans have long looked up to their elders as paragons of good financial common sense. The "Greatest Generation" managed to get through the country's toughest economic conditions with a dogged attitude about saving and minimal spending. So it's surprising to find out that many seniors are facing high levels of credit card debt. more
New ways to save your money: Be smart about how you pay
What if you threw away dollar bills every time you found them in your pocket? Does it matter how you pay for your family's everyday purchases - with cash, credit/debit card or personal check? In fact, the way you choose to pay in stores and restaurants may be costing you (and the local stores you shop in) thousands of dollars a year. more
Why the recession can be a good thing for those in debt
It's been a tough few years for most Americans, facing a constricting national - and world - economy, job losses, pay cuts and a tough employment market. It can certainly be difficult to see the good in those circumstances, but helpful things can come out of these challenging times. You don't need to be a Pollyanna, but taking a practical look at how the recession affects your personal finances can show that there are some positives. more