Our Services

 

Michigan Financial Planning offers clients a wide array of investment options and financial planning strategies. As Investment Adviser Representative's with Cetera Advisor Networks LLC, we have the ability to offer our clients an independent perspective. We provide clients personalized research with the products and services that are tailored to help meet their specific needs. Michigan Financial Planning strives to provide All clients with a high level of service and experience to help each client reach their financial goals. 

We serve individuals and businesses in all areas of financial management, including:

Customized Financial Planning: 

  • Retirement Planning**
  • College Education Funding
  • Insurance Planning**
  • Debt Reduction Strategies
  • Tax Reduction Strategies***

Each clients situation is unique and that is why you need an advisor that will tailor a plan to your specific goals and current financial situation. A plan that takes into consideration planning for your kids college, retirement, protection needs, estate planning, future savings and many other areas pertinent to your particular needs. Call us to setup a complimentary consultation, no obligation to begin the process of creating a tailored plan to work towards your goals.

 

Services and solutions: 

Investment Management** Retirement Accounts**
College Savings Accounts** Insurance Services*

* Indicates services offered through Michigan Financial Planning.

**Securities and advisory services are offered through Cetera Advisor Networks LLC, member FINRA/SIPC, a broker-dealer and registered investment adviser. Cetera is under separate ownership from any other named entity. 

***Please note that neither Michigan Financial Planning  or Cetera Advisor Networks LLC nor any of its agents or representatives give legal or tax advice. For complete details, consult with your tax advisor or attorney.