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Estate planning is simply determining (while you’re still alive) where your assets should go after you die. Without a properly structured estate plan, your wishes may not be fulfilled, and there may be unintended consequences for your loved ones.
While the concept is simple, the vehicles, planning and implementation process can be rather complex. Because of the estate tax laws and the emerging vehicles to help you protect and transfer your assets effectively, it’s important to work with experienced estate planning professionals who stay current in this field and advise clients on a day-to-day basis.
Retirement lifestyle is in your hands, but it will take planning to get you to where you want to be.
Hope is not a very reliable strategy, so if you want to own your future, you must begin to plan for retirement...today.
We want to help. Please contact us by filling out the form below, or by calling us at (248) 305-9911.
We can meet with zero obligation on your part. If you can invest one hour today for a Customer Care Needs Analysis discussion we can place you on the path towards owning your tomorrows.
This helpful retirement kit includes three guides that address topics you should consider when planning your retirement. Enter your name and email address below to request your free copy.
Investment Advisory Services are offered through Richard W. Paul & Associates, LLC, an SEC registered investment advisor. Insurance Services offered through Midwest Financial Consultants, Inc. The aforementioned are affiliated companies.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
No statements made shall constitute tax, legal or accounting advice. You should consult your own legal or tax professional on any such matters. Offices in Troy and Ann Arbor are offices of convenience and only used for client meetings. *Guarantees provided by insurance products are backed by the claims-paying ability of the issuing carrier. All complimentary white papers, reports and book chapters are provided for informational purposes only. They are not intended to provide tax or legal advice. By requesting these materials you may be provided with information regarding the purchase of insurance and investment products in the future.