Retirement Planning

Retirement Planning Portland MI

Retirement Planning Service-Portland, MI. 

Retirement Planning Service-Portland, MI. 

Your retirement should be your golden years. It’s important to plan so that you’re not wandering the grocery store looking for ramen noodles. Your finances shouldn’t be so enveloped in the stock market that you’re constantly watching the news biting your nails hoping it doesn’t go down.

You want to make sure that you get a guaranteed* paycheck that will pay all of your expenses and then some. People are surprised how much cash flow we can open up for them while their money continues to grow.

Retirement Planning Portland MI

In your retirement years, it’s time to relax, not accumulate wealth. You’ve already done that, now you should have a planner that helps with the distribution of your wealth to make sure that it doesn’t run out before you do.

We take retirement planning seriously at Perennial Financial. Our initial meeting will take place by finding out your individual needs and educating you on factors you may or may not be aware of. After that, we will set up an additional meeting with you to show you our plan for your retirement and go from there.

Moving from retirement accumulation “know-how” to distribution? I can help you make the complex simple. This short video will get you thinking about how to position your assets to help you confidently enjoy your retirement years.

Call us today at (517) 647-7157 to set up an initial meeting!

Primary Communities Served

Portland

Pewamo/Westphalia

Ionia

Lake Odessa