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OKEMOS: (517) 347-4337
NORTHVILLE: (248) 735-2444
FLINT: (800) 804-0420

TYPICAL CLIENT PROFILES

Pre-Retirees

We provide professional and customized advice to pre-retirees so they can be properly prepared for retirement. Individuals used to be able to rely on their employer and the government to take care of them in retirement. That is not the case for most anymore. Employers are shifting from defined benefit pension plans to 401ks and no longer offering health care benefits for retirees. The responsibility of retirement has been shifted to the individual. That is why it is more important than ever to work with experts you can trust.

Medical Professionals

We have the pleasure of working with many medical professionals and are well aware of the unique challenges they face. Whether you’re a dentist in private practice trying to balance the challenges of being a business owner and a doctor, a surgeon who is an employee of a hospital wondering why half of your paycheck goes to the government, or a nurse who is not sure if you are putting enough away for retirement we have the experience and expertise to help.

Inheritance or Settlement Recipients

Often times a financial windfall such as a lump sum settlement or inheritance can cause a wave of emotions in addition to conflicting advice. It is important to take a step back and seek advice from an unbiased and qualified advisor. Our personable process and customizable planning approach will help give you clarity, direction, and help to ensure you make the most out of your assets to achieve your goals and objectives.

OUR
CLIENTS

Pre-
Retirees

Retirees

Medical
Professionals

Business
Owners

Inheritance or
Settlement

Families

Retirees

Our firm specializes in working with individuals that have reached the milestone of retirement. Retirees face a unique set of circumstances looking for both stability and longevity in their portfolio, as well as social security income planning. We can provide custom-tailored investment advice and help identify the proper sources of distribution to help minimize taxes and diversify your income stream. Our expert advisors will help you protect the assets you’ve worked so hard to build – so that you can make the most out of your retirement.

Business Owners

Business owners face the daunting task of managing a successful business which often leaves little time for personal affairs. Whether you own and run a company with 100 employees or are one-person operation we understand that your time is a valuable commodity. In order to ensure that a business owners times is used where it is most valuable (running their business) we help business owners with planning their financial goals and implementing steps to accomplish those goals.

Families

As families grow they often encounter new challenges and financial needs. From protecting income earning potential to managing inherited assets we at Financial Strategies will be there for you. We provide financial, investment and insurance planning services to familes. While working closely with CPA’s and Estate Planning Attorneys we help families develop strategies that work for the present and future generations.

Pre-Retirees

We provide professional and customized advice to pre-retirees so they can be properly prepared for retirement. Individuals used to be able to rely on their employer and the government to take care of them in retirement. That is not the case for most anymore. Employers are shifting from defined benefit pension plans to 401ks and no longer offering health care benefits for retirees. The responsibility of retirement has been shifted to the individual. That is why it is more important than ever to work with experts you can trust.

Retirees

Our firm specializes in working with individuals that have reached the milestone of retirement. Retirees face a unique set of circumstances looking for both stability and longevity in their portfolio, as well as social security income planning. We can provide custom-tailored investment advice and help identify the proper sources of distribution to help minimize taxes and diversify your income stream. Our expert advisors will help you protect the assets you’ve worked so hard to build – so that you can make the most out of your retirement.

Medical Professionals

We have the pleasure of working with many medical professionals and are well aware of the unique challenges they face. Whether you’re a dentist in private practice trying to balance the challenges of being a business owner and a doctor, a surgeon who is an employee of a hospital wondering why half of your paycheck goes to the government, or a nurse who is not sure if you are putting enough away for retirement we have the experience and expertise to help.

Business Owners

Business owners face the daunting task of managing a successful business which often leaves little time for personal affairs. Whether you own and run a company with 100 employees or are one-person operation we understand that your time is a valuable commodity. In order to ensure that a business owners times is used where it is most valuable (running their business) we help business owners with planning their financial goals and implementing steps to accomplish those goals.

Inheritance or Settlement Recipients

Often times a financial windfall such as a lump sum settlement or inheritance can cause a wave of emotions in addition to conflicting advice. It is important to take a step back and seek advice from an unbiased and qualified advisor. Our personable process and customizable planning approach will help give you clarity, direction, and help to ensure you make the most out of your assets to achieve your goals and objectives.

Families

As families grow they often encounter new challenges and financial needs. From protecting income earning potential to managing inherited assets we at Financial Strategies will be there for you. We provide financial, investment and insurance planning services to familes. While working closely with CPA’s and Estate Planning Attorneys we help families develop strategies that work for the present and future generations.