Individuals
Individuals
We can also work for individuals … you.
Hundreds of employers have trusted us to manage their fiduciary risk. We can deliver the same standard of care to your personal finances too.
When a company sponsors a retirement plan, that company is held to the highest standard of care in the land – a fiduciary standard of care. We’ve worked with hundreds of companies, and individuals, delivering the care, prudence and rigorous analysis required of that standard.
Michigan Pension & Financial can provide you with the same level of service – on a personalized basis – for the important financial matters in your life.
Here are the key areas where we can help:
Personal Retirement Planning (IRAs, 401(k)s, annuities, and investments)
Risk Management (Life Insurance and Long-Term Care Insurance)
College Funding
Income Tax Optimization
Basic Estate Planning (we review basics; we do not prepare wills or trusts)
