Retirement Income Strategies
At LifePlan Financial Design, we believe planning your retirement should consider all aspects of your current plan. Part of that is looking for a steady and diverse stream of income demanding you to position your assets for a purpose — all income options should be considered. Your retirement plan should bear in mind optimizing your accounts for Social Security, too. If you have a pension, we also analyze many options, including pension drawdown.
When you work with us, we’ll look at every aspect of your accounts and your retirement goals to create an income plan that suits your personal needs.
Retirement planning in Okemos and Howell, MI.
To talk more with our team about retirement income options and to download your copy of our “Milestones to Retirement” handout, fill out the form below.
Phone: (517) 323-7526
Fax: (517) 323-7528
Email Address: email@example.com
2190 Commons Parkway, Okemos, MI 48864
915 N. Michigan Ave., Howell, MI 48843
We are an independent financial services firm that creates retirement strategies using a variety of investment and insurance products. Neither the firm nor its representatives may give tax or legal advice. Michael B. Douglas offers investment advisory services through Stewards Wealth Planning, LLC.
Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Michael is an Investment Advisory Representative and Stewards Wealth Planning, LLC is a Registered Investment Advisory Firm.
It is important that you do not use email to request, authorize or effect the purchase or sale of any security, to send fund transfer instructions, or to effect any other transactions. Any such request, orders, or instructions that you send will not be accepted and will not be processed. The text of this communication is confidential, and use by any person who is not the intended recipient is prohibited. Any person who receives this communication in error is requested to immediately destroy the text of this communication without copying or further dissemination.