Make a plan, work the plan.
When it comes to selecting a financial advisor to assist in financial planning for retirement and address your needs and plans, chemistry is paramount. That’s why Plante Moran Financial Advisors place such importance on developing relationships, listening to our clients to determine their needs, and developing a holistic retirement planning strategy that’s consistent with their goals and objectives.
We’ll look at your life stage, set of responsibilities, and personal goals, and we’ll work with you to tailor a retirement plan financial strategy that is right for you. Our retirement planning services transcend investments and incorporate cash-flow planning, retirement goals, education planning
, tax planning, and other important factors. These components interact with each other and, therefore, must be coordinated. Our ability to objectively manage these distinct, yet related, aspects to develop a sound retirement planning strategy is a primary reason our clients value working with us.
When it comes to financial planning for retirement, we believe that an emphasis on an objective, holistic strategy, coupled with the personal attention we give to every client, has contributed to our historically low client turnover. Once your plan is in place, we follow up with continuous assessment, ongoing research, and proactive advice. This customized process enables us to assist with the financial obstacles that come your way, so you can get back to the most important thing in your life — living.
Every client is unique, so managing expectations is essential, especially with retirement planning. Plante Moran Financial Advisors' personal attention and client commitment distinguish us from other firms—quite simply, our clients know we care.