Blog
Set for Life
Complete these tasks to help determine your life insurance needs For many people, life insurance is a key component of a comprehensive financial plan. Determining
Loud and Proud
Loud budgeting can help you align your spending with your values and goals As a financial management strategy, loud budgeting is a relatively new and
Investment Scams
Based on the FBI’s most recent internet crime report, investment fraud saw a 38% increase in 2023 with losses accruing up to $4.57 billion dollars.
Retirement in Motion
Tips and resources that everyone can use Knowledge Is Retirement Power For nearly 60 years, Medicare has been the program that retired Americans turn to for
Getting Better With Age
As the 401(k) continues to evolve, it remains a great retirement saving strategy Since their launch in 1981, 401(k) plans have grown to become the
Roth or Regular?
Taking Advantage of a Roth Contribution Option Can Give You Some Flexibility in Retirement According to Vanguard’s “How America Saves 2024,” 82% of employers offer
We are here to answer your questions.
Proudly serving the Capital Area, including:
Bath
Charlotte
DeWitt
Dimondale
Eagle
East Lansing
Eaton Rapids
Fowlerville
Grand Ledge
Haslett
Holt
Ionia
Lake Odessa
Lansing
Mason
Okemos
Ovid
Owosso
Perry
Portland
Potterville
Saint Johns
Webberville
Williamston
Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and Retirement Legacy Group are separate entities from LPL Financial.
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, CO, FL, GA, IL, IN, MI, NY, OH, OK, PA, TX, and VA.