Services

We serve the retirement needs of individuals, couples, and families who are in retirement, ready to retire, or nearing retirement in the next 10 years. In addition to providing advice and creating a financial plan designed to achieve retirement goals, we also will manage your retirement assets to mitigate risk, manage inflation, and more.

We develop personalized investment solutions based on your income needs, personal goals, and desire for growth. As an independent financial services firm, we have access to a wide-variety of non-proprietary products, such as mutual funds, stocks, bonds, annuities, and managed portfolio solutions.

As a fiduciary, we are ethically and legally obligated to act in your best interest in all situations. We are held to a high standard of care and must avoid, disclose, or mitigate any conflicts of interest that may affect our service to you. In other words, you come first in all situations.

Are you getting closer to retirement and unsure of what to do? Wondering if you’ll have enough to retire, or maybe how to make the most of your estimated Social Security benefit?

Retirement is the start of a bold, exciting journey, but it’s not without its challenges. That’s why we’re here to help take the stress out of retirement planning, and provide the services you need to make the most of your retirement years.

Are you getting closer to retirement and unsure of what to do? Wondering if you’ll have enough to retire, or maybe how to make the most of your estimated Social Security benefit?

Retirement is the start of a bold, exciting journey, but it’s not without its challenges. That’s why we’re here to help take the stress out of retirement planning, and provide the services you need to make the most of your retirement years.

Our Services

Retirement Planning

Employer-sponsored plans (401(k), 403(b), etc.)

Traditional and Roth IRAs

Personal Financial Planning

College Savings

Brokerage Accounts

Insurance Review

Annuities

What will your retirement look like?

368 South Park Street Mason, Michigan 48854 | 517-244-4410 | Email Us

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Dart Investment Center