Financial Advisors
Financial Advisors
We work for financial advisors.
We understand it’s not possible to be all things to all people. That’s what makes us an excellent resource for the financial advisor who may have strong client relationships based on investment expertise but does not provide plan administration services.
Financial advisors trust us to keep their clients’ interests at the center of everything we do, and that includes:
Listening to – and understanding – your client’s objectives and concerns
Offering answers to technical questions at the point of sale – and after
Designing a tailored-to-fit retirement plan
We offer support because we realize not everyone is an expert in navigating 401(k) rules.
You can rely on Michigan Pension & Financial for the big tasks associated with managing a compliant retirement plan, and you can expect us to handle the little things, too, like reconciling W-2 forms and recommending cost-saving tax deductions for your client. And because, on average, our employees have been with us for at least a decade, your client will get to know the person who answers their questions.
You can rely on Michigan Pension & Financial for the big tasks associated with managing a compliant retirement plan, and you can expect us to handle the little things, too, like reconciling W-2 forms and recommending cost-saving tax deductions for your client. And because, on average, our employees have been with us for at least a decade, your client will get to know the person who answers their questions.
