About Us
Turning Savings into Paychecks
Remember when you were a youngster, riding your bike around your neighborhood without a care in the world? Hanging with your friends, finding things to do, and not worrying about the cares of the world? You know, be home just before the streetlights turn on. Wouldn’t it be nice to return to those times?
While we can’t take you back in time, we can make your life more secure and carefree in the years ahead with careful planning. You worked your whole life moving towards this event called retirement.
Question? How many times have you retired before? Got it? It’s a new road you will be traveling on, and having a guide may prove most helpful.
Imagine your retirement years built around the life you worked so hard for. Our retirement planning process works best for people who have built substantial savings over a long career, often with much of their wealth in a workplace retirement plan.
Key Questions?
- Will I run out of money before I run out of time?
- Can I afford to retire- and more importantly, can I stay retired?
- How will I replace my paycheck?
- Am I taking on more investment risk than I need to?
- How will withdrawals impact my taxes?
- Are my accounts and estate planning aligned with my wishes?
- How do I factor in Social Security and when do I claim?
- A retirement plan that brings the pieces together.
Working with you we will assist with:
- Reviewing your goals and assumptions.
- Discussing finding purpose in the years ahead.
- Proven ways to turn savings into income.
- Revisit how much risk you should take.
- Make taxes part of the conversation.
- Keep your family and personal wishes in view.
If you are approaching retirement from Michigan’s automotive, energy, education, health care, or other major industries, you may be weighing pensions choices, decisions about your 401k and the timing of your last paycheck We help you understand your options and how each decision fits into the bigger picture.
Together we will create a plan built around the life you’ve worked for.
We take time to understand what matters to you, explain the recommendations in plain English, and revisit your plan as your life changes. You’ll have a team to turn to for questions, decisions, and the adjustments retirement brings. That is what Making Investing Personal means…
Three Questions
- How ready is your money for retirement?
- How ready are you for retirement?
- Who will help guide you through retirement?
Turning Savings into Paychecks…Planning your Retirement the right way.
The “Making Investing Personal Team”
Schedule your no obligation review today.
Call 1-734-632-0900
Email: Office@MakingInvestingPersonal.com
Meet the Making Investing Personal Team
Our Financial Advisors have over 125 years of combined industry experience helping individuals and small businesses achieve their goals.
The Long Run: Women and Retirement
Where do you want to go?
Let's get there together!
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your risk tolerance. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.