What You'll Learn: 

• Details on The Michigan Retirement System
• Strategies for Social Security
• Considerations for your Investments & Savings
• Details on Health Care Coverage in Retirement

For State of Michigan Employees, we have created the Michigan Retirement Process, which is an extension of our Perspective Formula. This process focuses on the seven foundational pillars and your unique state benefits to maximize outcomes and support you on your path towards financial freedom. 

How We Can Help

Exclusively for State of Michigan Employees, we offer unique retirement planning opportunities, including educational webinars about your state benefits and no-cost, one-on-one retirement consultations.

See below for additional information.

As part of your consultation, we will provide a custom retirement plan based on your unique situation and your state benefits and this includes:

-Your State retirement benefits (DB or DC plan)
- Your Social security benefits
- Your Investments and savings, growth expectations, and retirement withdrawal projections
- Your estimate Healthcare costs in retirement.

As part of the Retirement Consultation, we will request some supporting documents to create your custom retirement report.

We believe this Retirement Consultation is beneficial at every career stage, offering invaluable insights and a personalized roadmap towards your retirement.