Retirement Planning in Birmingham, MI

We did the hard work of finding trustworthy partners in Birmingham, MI. Fill out the form to get connected.
Scroll to List of Firms

Get Help with Planning for Retirement

AS SEEN IN

Entrepreneur
MSN Money
Business Insider
Investopedia
Nasdaq
Yahoo Finance
Market Watch

List of Firms

Top Retirement Planners in Birmingham, MI

Greenleaf Trust
Location 34977 Woodward Ave, Birmingham, MI 48009, USA
Phone (248) 530-6200
Language http://greenleaftrust.com/
Directions
Shaw Miller Wealth Management Group - UBS Financial Services Inc.
Location 325 N Old Woodward Ave Suite 200, Birmingham, MI 48009, USA
Phone (248) 645-3922
Language https://advisors.ubs.com/shawmiller/?utm_source=Yext&utm_medium=GMB&utm_campaign=172272&y_source=1_MjI3MTI5MDItNzE1LWxvY2F0aW9uLmdvb2dsZV93ZWJzaXRlX292ZXJyaWRl
Directions
Hof-Lacey Wealth Management of Raymond James
Location 325 N Old Woodward Ave Ste 320, Birmingham, MI 48009, USA
Phone (866) 522-9597
Language https://www.raymondjames.com/reneehoflacey
Directions
Ginny A Wisely - Morgan Stanley
Location 34901 Woodward Ave Ste 300, Birmingham, MI 48009, USA
Phone (248) 258-6162
Language https://advisor.morganstanley.com/virginia.wisely?y_source=1_MTA4MjU5MTEtNzE1LWxvY2F0aW9uLndlYnNpdGU%3D
Directions
Christopher Feldman - UBS Financial Services Inc.
Location 325 N Old Woodward Ave Suite 200, Birmingham, MI 48009, USA
Phone (248) 645-7882
Language https://advisors.ubs.com/chris.feldman/?utm_source=Yext&utm_medium=GMB&utm_campaign=159140&y_source=1_MjAwOTQ5OTYtNzE1LWxvY2F0aW9uLmdvb2dsZV93ZWJzaXRlX292ZXJyaWRl
Directions
Crimmins Group - UBS Financial Services Inc.
Location 325 N Old Woodward Ave Suite 200, Birmingham, MI 48009, USA
Phone (248) 645-3907
Language https://advisors.ubs.com/crimmins_group/?utm_source=Yext&utm_medium=GMB&utm_campaign=166150&y_source=1_MjAwOTYyODEtNzE1LWxvY2F0aW9uLmdvb2dsZV93ZWJzaXRlX292ZXJyaWRl
Directions
Strength Capital Partners
SEC File# 801-64170
CRD# 134320
Location 350 N Old Woodward Ave # 100, Birmingham, MI 48009, USA
Phone (248) 593-5800
Language https://www.strengthcapital.com/
Directions
David Karbon
Location 1000 Haynes St, Birmingham, MI 48009, USA
Phone (248) 644-1174
Language https://fa.citizensbank.com/mi/birmingham/david-karbon-e047341
Directions
Retirement Planning in Birmingham, MI

About Birmingham, MI for Those Planning to Retire

Birmingham, MI is a vibrant and bustling city located in Oakland County, Michigan. This city is home to several landmarks that showcase its rich history and culture. One of the most notable landmarks is the Birmingham Theatre, which has been entertaining residents and visitors alike for over 90 years. Another landmark that draws in tourists is the Birmingham Farmers Market, which offers a wide variety of fresh produce and unique crafts. Birmingham is also home to several top employers, including the Birmingham Public Schools, Beaumont Health, and the City of Birmingham. These employers provide ample job opportunities for residents and contribute to the city's thriving economy. Major highways and streets that run through Birmingham include Woodward Avenue, which is a major thoroughfare that connects Detroit to Pontiac, and I-75, which provides easy access to other cities in the region. Birmingham is divided into several distinct neighborhoods, each with its own unique charm and character.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Birmingham, MI can benefit from a bank in numerous ways. One of the most common ways is through the provision of financial services such as savings accounts, checking accounts, loans, and credit cards. With the high cost of living in Birmingham, MI, residents need a reliable financial institution that can help them manage their finances effectively. Additionally, banks can provide investment and wealth management services that can help residents grow their wealth and secure their financial future. Furthermore, banks can offer personalized financial advice to residents, taking into account their unique financial situation and goals. For instance, banks can help residents in Birmingham, MI to invest in the local real estate market, which is one of the most lucrative investment opportunities in the area. Overall, banks play a critical role in the financial wellbeing of residents in Birmingham, MI, and can help them achieve their financial goals and aspirations.

Insurance Broker

Residents of Birmingham, MI can benefit from the services of an insurance broker in various ways. Firstly, an insurance broker can help individuals and businesses in Birmingham navigate the complex insurance market and find the most suitable coverage for their needs. This is particularly important in Birmingham, a city known for its affluent neighborhoods and high property values, where residents may require specialized insurance policies such as high-value home insurance. Additionally, an insurance broker can assist residents in Birmingham in understanding their insurance policies, including any exclusions or limitations that may affect their coverage. This can be especially important in Michigan, a state that has unique insurance laws and requirements. Lastly, an insurance broker can provide ongoing support to residents in Birmingham, helping them to manage their policies, file claims, and ensure that they have adequate coverage as their needs change over time.

Wealth Management

Residents of Birmingham, MI could benefit from the expertise of a wealth manager in many ways. For instance, with the city's high cost of living, many residents may struggle to balance their finances. A wealth manager can help them create a budget, manage their debt, and plan for their future. Additionally, Birmingham has a strong economy with many successful businesses, which means that residents may have complex investment portfolios. A wealth manager can help them navigate the intricacies of the stock market and make informed decisions about their investments. Furthermore, with the city's proximity to Detroit, residents may have unique tax implications that a wealth manager can help them navigate. Overall, a wealth manager can provide valuable guidance and support to Birmingham residents as they work towards their financial goals.

Financial Advisor

Residents of Birmingham, MI can benefit from the services of a financial advisor in a multitude of ways. One specific aspect that sets Birmingham apart is its high cost of living, which can be a challenge for many individuals and families. A financial advisor can help residents navigate this expense by creating a personalized budget and investment plan that takes into account the unique financial landscape of the area. Additionally, a financial advisor can provide guidance on retirement planning, tax strategies, and estate planning to ensure that residents are able to achieve their long-term financial goals. With their expertise and knowledge of the financial industry, a financial advisor can be an invaluable resource for residents of Birmingham, MI looking to secure their financial future.

Mortgage Loan Officer

Residents of Birmingham, MI can benefit from the expertise of a mortgage loan officer in several ways. For instance, a loan officer can help them navigate the complex and ever-changing mortgage market, ensuring they get the best rates and terms possible. Additionally, they can assist residents in understanding the nuances of Birmingham's real estate landscape, such as the city's unique zoning laws and property tax rates. With their extensive knowledge of the industry, a mortgage loan officer can also help residents determine their budget and identify the types of loans that best suit their needs, whether it be a fixed-rate or adjustable-rate mortgage. Overall, a mortgage loan officer can be an invaluable resource for residents of Birmingham, MI, helping them make informed decisions and secure the financing they need to achieve their homeownership dreams.

Tax Services

Residents of Birmingham, MI would benefit greatly from the expertise of a tax advisor. With the city's thriving economy and high property values, tax planning and preparation can be complex and overwhelming. A knowledgeable tax advisor can assist residents in navigating the intricacies of local tax laws, including the city's unique income tax system. Additionally, Birmingham residents who own businesses or investment properties can benefit from the guidance of a tax advisor in maximizing deductions and minimizing tax liabilities. With the recent changes to federal tax laws, a tax advisor can also help residents stay up-to-date on new regulations and ensure compliance. Overall, a tax advisor can provide invaluable support to Birmingham residents in managing their finances and minimizing their tax burden.

Estate Planning Lawyer

Residents of Birmingham, MI can benefit from the services of an estate planning lawyer in several ways. Firstly, an estate planning lawyer can help residents of Birmingham, MI to create a comprehensive estate plan that will ensure that their assets are distributed according to their wishes after they pass away. This is particularly important in Birmingham, MI, where property values are high and residents may have significant assets that they want to protect. Additionally, an estate planning lawyer can help residents of Birmingham, MI to minimize the tax implications of their estate plan, which can be particularly complex in Michigan due to the state's unique tax laws. Finally, an estate planning lawyer can help residents of Birmingham, MI to create trusts or other legal entities that can provide for their loved ones in the event of their death, while also protecting those assets from potential creditors or other legal challenges.

FREQUENTLY ASKED QUESTIONS

Retirement Income Planning FAQs

Retirement planning services offered by a retirement planner in Birmingham, MI are comprehensive and tailored to the individual needs of clients. The planner can help clients determine their retirement goals and develop strategies to achieve them. They can provide guidance on investment options, tax planning, and estate planning. In Birmingham, MI, the planner can also offer expertise on local retirement resources and opportunities, such as the Birmingham Senior Center and the Birmingham Bloomfield Art Center. The planner can assist clients in navigating the complexities of retirement planning and provide peace of mind knowing that their financial future is secure. With their burstiness and complexity, the retirement planner's services are a valuable resource for those looking to retire comfortably in Birmingham, MI.

Birmingham, MI is undoubtedly the best place to get a retirement planner. The city is situated in the heart of Oakland County, Michigan, and is known for its affluent neighborhoods, upscale shopping, and a thriving business community. The city's unique blend of urban and suburban lifestyles makes it an ideal location for retirees looking for a peaceful yet vibrant place to live. Moreover, Birmingham boasts a plethora of highly experienced and knowledgeable retirement planners who can help retirees plan for their golden years. These planners are well-versed in the latest trends and strategies in retirement planning, and they can provide personalized advice tailored to each retiree's unique needs and goals. With its excellent quality of life, diverse community, and expert retirement planners, Birmingham, MI is undoubtedly the top choice for anyone looking to plan for their retirement.