Senior Planning Advisors

Is it time for you to turn the page and begin planning for the next chapter of your life? Let us help you prepare for your financial future.

Senior Planning Advisors has been working with friends and neighbors for more than 20 years to help meet their financial goals. If there is one thing we have learned from the past decade is that the more information a person has, the more likely they are to make sound decisions in retirement. Knowledge is power. That is why we started teaching classes in conjunction with Retirement Education Foundation at University of Michigan, Eastern Michigan University, Michigan State University, and Oakland University related to all aspects of retirement including, financial concerns, investment strategies, income planning, health care planning, and estate planning.

Strategic Investment Advisors is our Registered Investment Advisory Firm. We are independent advisors that are beholden only to our clients. We do not answer to any shareholders or executive management; we are not captive to any company or corporation. Our success is solely derived from putting our client’s needs first, period.

We are all very quick to forget the past, especially the painful ups and downs that come with market corrections. While we can’t predict what will occur in the market, we can utilize a variety of strategies that helps reduce the risks that come with significant market fluctuations. This is not just accomplished by buying products or mutual funds; it’s about having a plan. At Strategic Investment Advisors, we believe that as fiduciaries, we can’t just talk about planning, you have to DO planning. That means creating a roadmap that addresses tax planning, wealth management, estate planning, charitable planning and social security planning. This is not your typical approach that you will find with many advisors. While many claim to be fiduciaries, many advisors are salesman just selling product without a plan. And if you are looking to large wire house brokerage firms to advise you, you may want to think again. Typically, what you will get from these financial big box firms is high pressured sales and costly products. What differentiates us from others is that prior to making any decision on a product or investment, we spend 30-50 hours evaluating and designing a customized plan. We will meet at least five times through the initial planning process. The planning process begins with us learning about your priorities including your goals, objectives, and concerns. Following the development and implementation of your plan, we will regularly meet to review your plan and evaluate opportunities for improvement. Our strategic relationships with CPA’s and attorneys help us create this holistic plan that addresses all aspects of retirement needs.

We are happy to meet with you whenever is most convenient for you. To schedule a time to discuss your financial future and design a retirement plan, contact us at retire@seniorplanningadvisors.com, or call us at (866) 211-1904 today!

Listen to The Retirement Education Hour
with Kirk Cassidy and Dr. Paul Metler on WWJ 950 every
Sunday night at 8 PM, after 60 Minutes and every Saturday morning at 7 AM on WTKA 1050.

Meet Kirk Cassidy

Kirk Cassidy is the president of Senior Planning Advisors and Strategic Investment Advisors. He is a fiduciary who holds a Series 65 securities license, as well as a life insurance license in Michigan and many other states. In addition, Kirk is an advisory board member for a $6.5 billion institutional money management firm. Over the years, Kirk has helped hundreds of people all over the country retire with a comprehensive retirement plan that best fits their needs. He believes that proper tax planning can help increase asset performance in retirement without taking on greater risk. As a result, he developed an asset allocation model that provides clients with a roadmap to help preserve and distribute financial assets, while also helping to increase their wealth.

learn more about Kirk

Meet Paul Metler

Paul Metler is the co-president of Senior Planning Advisors – Ann Arbor, and is an Investment Advisor Representative for Strategic Investment Advisors. He holds a Master of Business Administration degree from the Ross School of Business, University of Michigan, and has 20 years of experience in clinical, academic, administrative and executive leadership positions in public and private health care systems.

learn more about Paul

Meet Josh Jackson

Josh Jackson is an advisor and planner at Senior Planning Advisors and Strategic Investment Advisors and manages our Bloomfield Hills office. He has worked in the financial services industry since 2011. Josh holds a Series 65 securities, as well as a life and health insurance in Michigan. He also holds the RICP® (Retirement Income Certified Professional®) designation from the American College of Financial Services.

After graduating with a Bachelor of Arts degree in finance from Washburn University, Josh began working on the case design team for a national firm, using a wide variety of strategies to help build income plans for independent financial advisors across the United States. He has assisted in building thousands of retirement income plans that work for each clients' unique situation and eventually became the director of the case design team. With his RICP® designation and expertise he's gained throughout his career; Josh creates custom plans for his clients that help them to accomplish the many different goals they have for their retirement. For Josh, using his extensive experience to help his clients achieve the best retirement possible is his number one goal. Josh and his wife, Kelsey, have one child and live in Madison Heights, Michigan.

learn more about Josh

Complimentary Guide:

Your Key to a Secure Retirement

Request our free guide, Your Key to a Secure Retirement, and learn how we can help you prepare for the days ahead.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Strategic Investment Advisors, Inc. and our editorial staff. Material presented is believed to be from reliable sources, however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Fee based financial planning and investment advisory services are offered by Strategic Investment Advisors, Inc. An SEC Registered Investment Advisory Firm. (Registration does not imply a certain level of skill or training) Insurance products and services are offered through Senior Planning Advisors. Strategic Investment Advisors, Inc. and Senior Planning Advisors are affiliated companies. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any state other than the State of Michigan or where otherwise legally permitted.

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The 10 Things to Know About Planning Your Retirement Income Report is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.

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