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WEALTH & INCOME MANAGEMENT GROUP


INDEPENDENT OBJECTIVE ADVICE TO RETIREMENT & BEYOND

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MICHIGAN FINANCIAL PLANNING FOR RETIREMENT AND BEYOND

We are a Michigan Financial Planning Company that works exclusively with
retirees and those of you who are nearing that phase of life. We don’t work with
anyone else. Perspective clients have a minimum of $500,000 of investable
assets.


WHAT WE DO IS PLAIN AND SIMPLE

Whether it is over the phone, via the internet, or in person, if you are retired
or nearing retirement, you’ve got to:

 * Reduce your risk.
 * Cut your fees.
 * Maximize income.
 * Guarantee your income is going to last as long as you live.
 * Have that entire plan in writing.




WHY YOU ARE HERE

You are probably currently handling your finances one of two ways:

 1. You are doing everything yourself and recognize you need some help handling
    some or all of your money.
 2. You have another advisor you like who created a great deal of wealth for you
    over the year you were working, but are concerned that advisor is not the
    right advisor for the rest of your life, during your non-working years.

And you are probably tired of hearing things like:

 * “Don’t worry, ride it out; the market will come back.”
 * “We will just keep investing the same way we always have, and take money out
   as you need it.”
 * "You must be in the market to have a successful retirement."





CHANGING UNCERTAINTY INTO CERTAINTY

You may be wondering if you can and should retire now. Our Income For Life
software is designed to show you a way to retire sooner and stay retired. You
can make an informed decision based on math, science, and facts, not opinions,
estimates, and guesswork. You should never make an important once-in-a-lifetime
decision based on maybes and pie-in-the-sky projections.

 


OBJECTIVE ADVICE FOR BOTH STAGES OF LIFE


ACCUMULATION PHASE

It’s about assets, not income. While you are working you want to accumulate as
much wealth as you can.


DISTRIBUTION PHASE

It’s about income, not assets. When you are retired and not working, you should
have a lifetime of income and not run out.


 




ANYWHERE AND ANYTIME

As a Michigan financial advisor, we provide our clients independent objective
advice to retirement and beyond. We can meet you anywhere you have access to an
internet connection or by phone. Wherever you're comfortable, at home, at work,
on vacation or even in person, we make it easy for you to get the strategies and
coaching you deserve!


DOES THIS SOUND FAMILIAR? 

Your current Michigan financial advisor:

 * Has created a great deal of wealth for you over the years. 
 * Provided some financial planning.
 * Gives you a couple of meetings a year.
 * Has an occasional phone conversation with you.


BUT WHAT YOU WANT IS:

 * Specific financial advice about everything you need to do in order to achieve
   all your financial goals.
 * To know whether you are on track or off track and what you should do to get
   on track or stay on track if you are not on track.
 * Your family to be fully prepared for everything that could impact their
   money.
 * Answers to questions in simple and easy-to-understand terms.
 * A written retirement income plan.


IT'S YOUR LIFESTYLE

Our clients are financial delegators who let us handle all of their financial
“stuff.” You have better things to do than worry about what’s happening on Wall
Street. They are comfortable with our way of doing business and how we are
compensated.

 


YOUR FINANCIAL OBJECTIVES ARE UNIQUE.

Your decades-long journey to a well-funded retirement through wealth
accumulation requires you to hopefully head steadily down the road to financial
success, even when the pavement has potholes. Therefore, we help our clients:

 * Focus on their time horizon.
 * Follow facts, not emotions.
 * Gradually make adjustments.

This is the time in your life that it’s not so much about what you earn, but
about what you get to keep. Ultimately, in retirement, it’s not what you make;
it’s what you get to spend.


IT'S NO LONGER ABOUT THE SIZE OF YOUR STACK OF CASH

Spending money is what you do in retirement. The trick is not to overspend early
on and run out of money later in life when you need it the most. Would you board
a plane that has a ninety percent (90%) chance of making it to its destination?
Of course not. But you probably want to board retirement with a one hundred
percent (100%) chance of landing safely at your journey's end.


YOUR MICHIGAN FINANCIAL ADVISOR NEEDS NEW SKILLS

The skills and strategies used to accumulate money are very different from those
utilized when planning to spend it in retirement. The earlier in life you plan
for your retirement lifestyle, the better off you can find yourself in
retirement.


TO MEET NEW CHALLENGES

Retirement presents new challenges for you to navigate like:

 1. When to take Social Security.
 2. Medicare and rising health costs.
 3. Inflation.
 4. The sequence of return risk.
 5. Having enough income to see you through it.


WHAT RETIREMENT IS REALLY ABOUT

The success of your retirement is not about assets or how big your 401(k) is.
You may have been told the bigger the pile of money, the better your retirement
will be. In retirement, it's no longer about how much you saved, it’s about
taking your life savings and:

 * Converting part of it into an inflation-protected spending plan to support
   your retirement lifestyle.
 * Adapt the balance into a professionally managed retirement plan.


IT’S THE PROPER MANAGEMENT OF INCOME AND WEALTH THAT MAKES FOR A FULFILLING
RETIREMENT 

Here at the Wealth & Income Management Group, we focus on helping in helping our
clients retire successfully and want to work with you for the long term. We’re
looking for clients who are a good fit, and we can help them live their dream
retirement. In addition, we do not offer a one-size-fits-all, cookie-cutter
approach.


HOW WE ARE COMPENSATED

We have found that in order to be a good fiduciary, we need to offer both
fee-based and commission-based products when appropriate to complete your
retirement plan. We do not try to force a square peg into a round hole like many
of our competitors do. After you understand your choices, it will be up to you
to decide which is appropriate. We believe that an advisor who offers one
without the other is only doing half the job. Above all, we see our job as
presenting you with products, solutions, and ideas you might not have thought of
on your own.


WHAT’S KEEPING YOU UP AT NIGHT?

You should not be losing sleep worrying about things like:

 * Stock market volatility and outside economic problems affecting your
   retirement.
 * Rising inflation, taxes, and future healthcare costs.
 * The current performance of your portfolio.
 * The growing federal deficit.

If any of these things are keeping you up at night, contact us, and let’s talk.


IN CONCLUSION

Albert Einstein's definition of insanity is doing the same thing over and over
yet expecting different results. You can keep doing the same thing, keep
risking, keep worrying, and/or keep going without. Or you can get a second
opinion, protect your money, increase income, and reduce fees, then feel secure
and enjoy life.

We will meet with you one-on-one, find out where you are at, meet with you as
many times as needed, ask you what you want to happen, and not charge you any
fees to meet. We will design an actual written plan for you, reduce risk by
protecting against large losses, create a dependable lifetime income plan, earn
competitive returns, help you understand your money, create your financial
freedom, and help you stop worrying about your money. It is all about what is
important to you.


SO HERE ARE YOUR NEXT STEPS

If we haven't already met, please schedule a time using the on-line calendar for
an introductory phone call or send us an e-mail. We will treat you politely and
like a professional, with no pressure. We don't like to be pressured to buy
anything, and neither should you. You are under no obligation to work with us.
As a result, what we do after the initial call is up to you. It is important to
get the facts before you make any long-term decision.



 







 



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This site is published for residents of the United States and is for general
educational and informational purposes only and does not constitute an offer to
sell or a solicitation of an offer to buy any security or financial product that
may be referenced herein. The content is developed from sources believed to be
providing accurate information. None of the information presented is intended to
give you specific tax, investment, real estate, legal, estate, or financial
advice but rather to serve as an educational platform to deliver information.
The ideas, thoughts, and strategies presented here are those of the Management
Team and provide an insight to our views on the Wealth & Income Management
Group, LLC. Some of this material was developed and produced by the Wealth &
Income Management Group to provide information on a topic that may be of
interest. Every detail in this website is subject to change without notice.

2nd Opinion Package available to Qualified Retirees and Soon-To-Be-Retirees may
include free consultations, a free retirement income plan, risk analysis, and
fee analysis. In addition, a comprehensive written retirement income plan may be
provided to those who complete the entire process. Qualified Retirees and
Soon-To-Be-Retirees must have a minimum of $500,000 of investible assets such as
IRA’s, 401K’s from past employers, stocks, bonds, mutual funds, bank accounts,
money markets, CD’s, etc., but DOES NOT include real estate, businesses, limited
partnerships, 401K/retirement plans that can’t be moved to another plan, and
other illiquid type assets.

Past performance is no indication of future performance and such information
cannot be relied upon regarding future potential gains. Investing involves risk.
There is always the potential of losing money when you invest in securities.
Asset allocation, diversification, and rebalancing do not ensure a profit or
protect against loss in a declining market. Advisors mentioned on this website
may only offer services, transact business and/or respond to inquiries in states
or jurisdictions in which they have been properly licensed and registered or are
exempt from registration. Not all products and services referenced on this site
are available in every state, jurisdiction, or person listed.

Nothing is directly or indirectly guaranteed by this information. The planning
and ideas presented herein are not suitable for all individuals or situations.
Hypothetical examples are used to explain concepts and are not indicative of
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regarding your individual situation. The Wealth & Income Management Group does
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Insurance product features and benefits, such as guaranteed lifetime income
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Wealth & Income Management Group, LLC, is a financial planning and umbrella
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| (810) 626-5101.

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