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Financial and Retirement Planning
Through SERA Plus you have access to one of the largest independent financial planning firms in the state of Michigan.
Today’s fast-paced environment requires a better educated investor to navigate the complications of the financial markets while providing the right blend of safety and growth potential as you plan your retirement.
- One-on-one, no-cost consultation with a licensed representative to discuss your personal goals and concerns.
- Work with a variety of well-established companies to offer you choices of safety, growth and/or diversification of your assets.
- Strategies individually designed based on your family’s needs in areas of Wealth Accumulation, Asset Protection and Pre-retirement Planning.
- Increase Return on Low Yielding Investments
- Reduce Excessive Investment Fees
- Learn Strategies to Outpace Inflation
- Maximize College Education Tax Benefits
For more information on this benefit and to receive your SERA Plus package, contact Cheryl Streberger, at 517-515-9815 or email@example.com, or submit form for more information.