616.719.1490
Financial Planner Near Me
RETIRE CONFIDENTLY
WE CAN HELP.
Our mission is to provide every client with the tools, advice and best-in-class customer service they need to help reach their goals and dreams.
AS FEATURED ON
Financial Planning Services in Lowell, and Grand Haven, MI
The Brookstone Process
We provide every client with an individual
financial plan using state-of-the-art
research and technology platforms.
1
Schedule a meeting to sit down with us and discover what your ideal retirement looks like.
2
Using the Brookstone Investments plan, we’ll examine your current financial situation and determine your retirement needs.
3
Receive a custom strategy to help you reach your unique retirement goals.
Are You Paying Too Much in Taxes in Retirement?
Are you paying too much in taxes in retirement?
This 8-page guide was created for you to better understand how taxes could affect your retirement income, including:
- The different types of retirement accounts
- Why tax laws are ever-changing
- Options for tax deductions in retirement
Attend a Live Event
Attend one of our informational seminars to learn more about retirement income strategies, wealth management and more.
UPCOMING EVENTS:
Ready to Take The Next Step?
For more information about any of our products and services, schedule a meeting today or register to attend a seminar.