CONNECT

Address:

2135 N. Center Road
Saginaw, MI 48603

Phone:

(989) 401-2949

Fax/Other:

(989) 401-1100

Videos

One survey found that 48% of current retirees had to retire earlier than they expected.

Source: Employee Benefit Research Institute, 2017

These engaging, short animations focus on a variety of financial topics and illustrate key financial concepts and current events. Choose any of the videos below and then click the start arrow to watch.

  • The Retirement Income Factor

    The Retirement Income Factor

    How much money will you bring to retirement?

  • American Tax Burden

    American Tax Burden

    Are you concerned about your tax situation?

  • Do You Know Who Your Beneficiaries Are?

    Do You Know Who Your Beneficiaries Are?

    Valuable assets will convey directly to beneficiaries, regardless of instructions in a will.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck