Retirement Advisor East Lansing MI

The best way to find out if there is a “match” between the services we provide and your individual needs is to have an initial discussion in regards to process and philosophy. This introductory meeting may be in person or over the phone. You do not need bring or reveal any specific financial information during this introductory meeting as that is not the focus of the meeting. Our primary goals for this meeting are to get to know one another, hear about your prior experiences with investments and retirement planning, and outline how we at RLG interact with our clients

If we decide together to move forward, there will be a series of interactive planning meetings where we will work together to identify your retirement needs and create a comprehensive plan that targets those specific needs. We see this planning process as just the beginning to what we hope will be a life-long relationship between you and the RLG team!

Please take time to review the pictures below so you feel comfortable visiting our office for the first time. We are co-located with Michigan Financial Group, and look forward to welcoming you to our office.

Michigan Financial Group & LPL Financial are separate entities.