What Will a Good Financial Planner Do For You?

Are you thinking about retirement?

Do you want to get a better handle on your financial future now, while you’re still working?

Do you need help setting up a retirement fund, or making decisions about investments?

Not all financial planners are alike! Your ideal financial planner should have the education, training, and experience necessary to give you quality advice. A good financial planner will work with you to achieve your life goals, not just your money goals.

A good financial planner will help you organize your finances, help you prepare for retirement, and help you make good decisions with your money that will help you reach your financial goals as soon as possible.

If you’re considering hiring professional help managing your money, there are a few basic things a good financial planner in Ann Arbor should do:

  • To give good financial advice, your planner must create projections that show you when and how you can accomplish your goals. They should take into consideration your ideal lifestyle, and spend some time getting to know you and your family before making recommendations.
  • A good financial planner will give you advice on how much you need to save, what types of retirement accounts to use, and how much to keep in your emergency fund.
  • A financial planner can advise you on insurance, long term care insurance, disability, and even your mortgage.

If you’re looking for a financial planner in Ann Arbor or the surrounding areas that cares about you, your family, your future plans, and helping you achieve a worry-free retirement, we can help!

Imber Wealth Advisors is a family-oriented business that sees more than just your money. Our team will take the time to really get to know you and your plans for the future. Nothing makes us happier than seeing our clients and their families living out their dreams.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Imber Financial Group, LLC. and our editorial staff. Material presented is believed to be from reliable sources, however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. 

Fee based financial planning and investment advisory services are offered by Imber Financial Group, LLC, A Registered Investment Advisory Firm and Capital Asset Advisory Services, LLC, and SEC-Registered Investment Advisor (Registration does not imply a certain level of skill or training). Insurance products and services are offered through Imber Wealth Advisors, Inc.. Imber Financial Group, LLC. and Imber Wealth Advisors, Inc. are affiliated companies. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any state other than the State of Michigan or where otherwise legally permitted.

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The ‘Your Retirement Income Planning Checklist’ is provided for informational purposes only.  It is not intended to provide tax or legal advice.  By requesting this report, you may be provided with information regarding the purchase of insurance and investment products in the future. 

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