You are here: Home / Financial Planning / Financial Planning Services Follow us on: Facebook Twitter Squidoo Linked In

Financial Planning Services

Financial Planning

  • Retirement Planning:
  • 401 (k) Planning
  • 403 (b) planning
  • College Planning
  • Wealth Transfer Strategies
  • Estate Plans
  • Special Needs Planning
  • Gifting Strategies
  • Mortgage Reviews
  • Home and Auto Reviews

Insurance:

  • Disability Income
  • Long Term Care
  • Individual Health
  • Supplemental Insurance
  • AFLAC
  • Home and Auto

Investments:

  • Mutual Funds
  • Asset Allocation Funds
  • Traditional IRA
  • Roth IRA
  • Educational IRA
  • SEP IRA
  • Simple IRA
  • Fixed Annuities
  • Variable Annuities
  • Equity Indexed Annuities
  • Brokerage Accounts
  • Mortgage Funding

Planned Giving:

  • Charitable Remainder Trust
  • Charitable Gift Annuities
  • Private Foundations
  • Charitable Lead Trusts
  • Charitable Gift Life Insurance


‹ What Tax-Advantaged Alternatives Do I Have?upOur Qualifications ›

Tagged: ,

Get your Life Insurance Quote Today!

Investments

Interest Rates

ProgramRateAPR
30 YR4.5%4.615%
15 YR3.875%3.89%
10 YR3.75%3.815%
5/1 ARM3.5%3.615%

*Assumptions Apply. Want More Rates? Click HERE.

Why Choose Us?

  • Lowest rates
  • Approval decision in just minutes
  • Close fast - and on your schedule
  • You get our Mortgage consultants mobile phone numbers
  • We're home to the #1 Originator in Michigan and the top #10 in the US.
  • 95% of our clients recommend us to friends and family.
  • Get a second opinion.  We have in-house certified financial planners available now.