Our advisors pride themselves on helping clients define and find their financial freedom, guiding them into a life crafted by their unique goals.
We are honored to serve The Great Lakes Bay Region and to be part of the Saginaw Community – an area rich with history, art, academics, athletics, and vibrant individuals. We appreciate the opportunity to serve our local community and the surrounding areas.
If you are looking for guidance in preparing for a thriving retirement, or if you’d like assistance with wealth management or investment planning, our experienced and dedicated team can guide you toward an attainable and meaningful life.
WE ARE FINANCIAL ADVISORS HELPING YOU FIND YOUR FREEDOM.
As a CERTIFIED FINANCIAL PLANNER® professional, I used to feel guilty about buying a $6.63 Grande Pumpkin Spice Latte in the fall. Why? Because in the financial planning industry, we often preach: “Skip Starbucks, make coffee at home, and invest the difference — you’ll thank yourself later. …
Think about all those romantic holiday movies you’ve seen. The characters, challenges, and goals differ in each, but they almost always end with a “happily ever after.” What if we viewed our financial journey through the same lens? Sure, we can skip the fake snow and cheesy moments, b …
The investment process is the workhorse behind any sustainable investment strategy. It provides an orderly way to create and maintain a portfolio aligned with specific goals and objectives while seeking to manage investment risk.
Whether you’re confident in your ability to generate income for another 20, 30 or more years in retirement, or have concerns about how long your income may last, this guide can provide you with a better understanding of how to minimize the financial challenges today’s retirees face regardless of income level, and make the most of this exciting period in your life.
While it’s easy for people to back-burner estate planning due to busy schedules, or thinking they’ve got plenty of time to get around to it, doing so can result in property and financial assets passing to unintended heirs in unintentional ways.
HOW FAR ARE YOU
Primary Service Areas:
Great Lakes Bay Area including Saginaw, Bay City, Midland, Mt. Pleasant
Disclosures: Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.
