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Browse these retirement planning services with great ratings from Thumbtack customers in Battle Creek.
Bryon did an excellent job explaining the life insurance options and setting up a life insurance plan that fit our family's needs.
Mr. McLaughlin help me with my finances and retirement funds. He was very, very helpful and knowledgeable. I would recommend him very highly.
I have just started a business and was looking for direction on finishing a business plan to get a bank loan. I also needed to make sure that I had crossed all my t's and dotted all the i's with the state and federal for tax and business transaction purposes. Selena kept me informed along the way and I always knew exactly what I was paying for. I'm considering using the subscription services provided by MI Dutch Uncle once I have a constant revenue stream. Selena is the owner, not an "Uncle" per se, but the idea of saying i'm going to meet "mi dutch uncle" was brought a few laughs. Selena does get to the point pretty fast and the details she works through can make your head spin a little, but I know I was taken care of. Definitely cleared up some misconceptions I had about some of the tax rules around business.
We are an independent estate planning firm specializing in most aspects of retirement planning. Our specialty areas include lifetime income planning, risk and investment/portfolio management, asset protection and catastrophic illness planning.
If what you thought to be true about . . . How you finance and pay your mortgage Income taxes How you fund and distribute your retirement plans How you pay for college How you finance and pay for major purchases such as cars, etc. . . . turned out NOT to be true, when would you want to know? I am in the financial services business with a very unique approach in that I help people find money they are currently transferring away unknowingly and unnecessarily. The way I do that is by helping you find and identify where losses are happeingin unknowingly and unnecessarily, in your financial life. Then we work on helping you pick the winners. Yes, picking the winners is important, considering the fact that many of us have more money leave our financial situations then we save this is a very powerful concept. I encourage you to take advantage of my Complimentary Financial Consultation where I will show you: How to become a Wealth Creator How you can capitalize on the power of compound interest, solidify access to your money, and minimize the losses you may be experiencing from how you make major capital purchases like buying cars and sending your kids to college. The benefits associated with various savings vehicles You will also receive the answers to the 4 toughest financial questions anyone serious about their finances would want to know: What rate of return do you have to earn on your savings and investment dollars to be able to retire at your current standard of living and have your money last through your life expectancy? How much do you need to save on a monthly or annual basis to be able to retire at your current standard of living and your money last till life expectancy? Doing what you are currently doing, how long will you have to work to be able to retire and live your current lifestyle till life expectancy? If you dont do anything different than you are doing today, how much will you have to reduce your standard of living at retirement for your money to last to your life expectancy? To schedule this consultation call me at our offices (you can find this info via Thumbtack or google Eminence Financial Solutions) another option is to e-mail me through Thumbtack. I look forward to learning more about your business, your family and seeing if we are a good fit. Steve Kitchen Certified Tax Preparer,CCFC Serving in the finance industry for over 18 yrs
Serving Grand Rapids, MI, and outlying areas, Ryan Vanderweide and associates are offering the following, but not limited to, services: insurance, investing, retirement, estate planning and wealth management.
My goal is to provide you a comprehensive financial needs analysis for families, individuals, and businesses. Strategies are designed to integrate your goals with the objective of providing solutions in the areas of asset management, asset protection and retirement income.
Our independent, fiduciary approach to financial planning and investment advice gives us the flexibility to design an implementation strategy for each individual we meet. Instead of utilizing rules of thumb or being constrained by a specific software package, we piece together the best parts of a variety of systems and calculations to present options to our clients. It will be obvious, when you see our work, we bring our independence and customization to bear for each situation. Through our educational approach to guidance, you will begin to understand a little more about your products and services, without feeling overwhelmed.