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