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Call Michelle Shawn at  231-492-0411


Now that baby boomers are in or approaching their 60s, it is time to take a fresh look at Social Security as an important source of retirement income.

We can educate you on strategies 

to maximize your Social Security!

The age at which you retire and your lifespan are important factors. We all hope to live to an old age, but a longer life means that you'll have even more years of retirement to fund. You may even run the risk of outliving your savings.

We offer solutions!

​​​​​  Planning made simple so you can enjoy your Life!

Medicare was never meant to cover all your doctor and hospital bills.

That's why its so important to know about the choices you have available AND what works best for your individual needs and budget.

We can show you all your options!