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
Eight tax tips that will save you time and money
When all the holiday dust settles, tax time begins for millions of Americans. Regardless of when you file, follow these tips to make preparing your 2010 taxes easier. more
Work out your credit to get financially fit this summer
Just as you take care of your physical health in preparation for summer fun, you need to pay attention to your financial well-being as well - and not just when the weather's warm, but all year round. more