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Showing 1 - 11 of 11 results
MFC BENEFITS, LLC
MFC BENEFITS, LLC
Milford, Michigan
1-24 employees
MFC Benefits owned by William Schoof, is a growing Employee Benefits & HR Solutions firm. Since 1986, we have assisted clients with knowledgeable benefits guidance and exemplary service. Our philosophy is passionately focused to design customer-specific insurance programs that will provide our clients with comprehensive solutions and help manage the key components of a successful employee benefit package. The MFC Benefits strength is that we can help meet any employee benefit and HR objectives by developing benefit designs to control costs and support the needs of your employees while alleviating some of the challenges of the current employee benefits environment. We will work on your behalf for commissions received from the carriers selected rather than charging consulting fees. MFC Benefits is a resource rich company that delivers tailored benefits solutions to local and national organizations. Our business and customer service practices, high level of expertise, and ability to design customer-specific programs and solutions provides our clients with comprehensive solutions to implement and manage the key components of a successful employee benefits package. We believe MFC Benefits is best qualified to proactively partner with your company to: - Evaluate, design, and deliver coverage alternatives. - Achieve the most effective access to insurance carriers. - Educate your employees regarding benefits and utilization. * Assist in enrollments and employee coverage changes. * Assist your HR with employee communication. * Help keep your HR up to date on Health Reform changes effecting your employee offerings. - Effectively communicate and increase employee knowledge and overall satisfaction.
Retirement Benefits Rank
Market Leading
AVERY WEALTH, INC.
AVERY WEALTH, INC.
Jackson, Michigan
1-24 employees
At Avery Wealth, we understand that managing wealth isn't simply about acquiring assets. It's about you. That's why our approach and the services that we provide focus on our clients. Building an ongoing relationship with you is integral to all that we do. We believe that an understanding of your life goals and your financial objectives will provide the foundation for providing distinct solutions to address the financial complexities in your life. When it comes to achieving your goals, you are best served by a deliberate process that begins before we ask you to commit to a long-term relationship with us. It starts with a “Discovery Meeting” focusing on you and your life. We will discuss your values, personal and professional goals and relationships, assets and interests. In addition, we will ask you to share your thoughts on questions such as: What does financial success look like to you? What resources do you have? What challenges do you face? We believe our approach fosters a relationship grounded in fiduciary obligation and incorporates the best academic evidence on how markets can be used to pursue financial independence. We combine that with a commitment to provide world-class client service and meet every client's highly individualized wealth-management needs. We believe an investment portfolio should directly reflect our clients’ financial and life objectives. That’s the simple principle on which Avery Wealth was founded and continues to do business today.
Retirement Benefits Rank
Market Competitive
KHIRFAN FINANCIAL COMPANY, INC.
KHIRFAN FINANCIAL COMPANY, INC.
Flint, Michigan
1-24 employees
Khirfan Financial was founded by Abdalhakim (Abed) Khirfan, Financial Advisor, in 1988. Established on the principles of hard work, trust, and integrity we strive to offer a comprehensive approach to serve our clients needs. Over the years, we have expanded the practice to include financial services, wealth management, employee benefits, accounting/bookkeeping, and tax planning & returns. Our primary objective is to serve the needs of the medical profession and wealth management clients. Our team includes trained professionals with years of experience to meet your needs. As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations. Together, we implement the recommendations and monitor your progress. We believe that relationships are formed through trust and integrity and we strive to maintain that in all our dealings. We develop customized plans that are action based and will help you achieve your long term goals. We keep you informed about your plan, suggest new ideas, and promote options that suit your needs. Simply put, we strive to be your trusted advisor. Our mission is to provide the best possible benefits for you and your family. As a financial planning and benefit consulting firm, we understand the need for a comprehensive approach. Our service has been described as “concierge” as we carefully listen to your needs and develop custom plans from a large variety of providers and offer background support to implement, maintain, analyze, and strategize for the future. Securities offered through Securities America, Inc., Member FINRA/SIPC. Advisory services offered through Securities America Advisors, Inc. Khirfan Financial and Securities America are separate entities. For disclosures please see our website. The third-party comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
Retirement Benefits Rank
Market Laggard
WASHINGTON AVENUE ADVISORS, LLC
WASHINGTON AVENUE ADVISORS, LLC
Lansing, Michigan
1-24 employees
Washington Avenue Advisors, LLC ("WAA") is a registered investment adviser. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where WAA and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. As a registered investment advisory firm, we are restricted from posting, publishing or otherwise disclosing any form of testimonial which is related to our investment advisory services. LinkedIn recommendations and endorsements may be viewed as a testimonial. This policy requires that we block any recommendations or endorsements. Links to websites and other resources operated by third parties are provided as information only, and there can be no assurance as to its accuracy, suitability or completeness. WAA does not endorse, authorize or sponsor the content or its respective sponsors and is in no way responsible for third party content, services, products or information, or for the collection or use of information regarding the web site’s users and/or members.
Retirement Benefits Rank
Top Benefits
FINANCIAL INDEPENDENTS INC.
FINANCIAL INDEPENDENTS INC.
Lansing, Michigan
1-24 employees
FINANCIAL INDEPENDENTS INC. is a financial services company based out of 15851 SOUTH US 27, LANSING, Michigan, United States.
Retirement Benefits Rank
Below Market
IMBER WEALTH ADVISORS, INC.
IMBER WEALTH ADVISORS, INC.
Ann Arbor, Michigan
1-24 employees
We are Ann Arbor’s retirement income and wealth perseveration advisory firm. What makes us different? Our first responsibility is to thoroughly understand your life accomplishments, your current goals, values, and retirement dreams. Only after listening to your unique situation, will we offer the financial guidance, judgment and specific recommendations you need to help you achieve and maintain your financial independence and sense of security. We can help you to maximize your retirement income whether from your pension, social security, or investments. We will help to grow, protect and preserve your wealth. Then, when it comes to distributing your assets while you are alive, and after you pass away in your estate plan, we are able provide the tools and guidance to do so in the most tax efficient manner. Our clients are just like you: individuals and families that have worked hard during their lifetime for their money and who appreciate personalized service in the retirement planning and implementation process. Our clients appreciate our income and investment strategies which are based on: • Safety of Principal • Reasonable Rates of Return • Dependable Income Streams • Actively Managed Portfolios • Keeping Things Simple • No Surprises You, like many of our clients, have worked hard for your money. You deserve to feel secure in your retirement years and sleep well at night. Let us work just as hard to protect your financial house. Call our office to learn more about how our company can help you to live your retirement dreams and enjoy life.
Retirement Benefits Rank
Below Market
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EVERGREEN WEALTH MANAGEMENT, LLC
EVERGREEN WEALTH MANAGEMENT, LLC
Williamston, Michigan
1-24 employees
Boutique Family Office servicing and high net worth consulting firm with a specialty in family relationships and investment advisory functions.In addition to ongoing investment management we offer due diligence and background checks of asset managers, hedge funds and other investment related persons and entities.We also provide both investment advisor and asset manager searches and assist in locating the "right" advisor for independent investors.Need an objective "audit" of your existing advisor or managers? We do that too.
Retirement Benefits Rank
Market Competitive
LIFEPLAN FINANCIAL DESIGN
LIFEPLAN FINANCIAL DESIGN
Okemos, Michigan
1-24 employees
In my role as Director of Sales and Marketing, I drive the strategic vision for client engagement, brand growth, and business development. I lead with a collaborative and empowering approach, ensuring my team has the tools and support they need to excel. Through servant leadership, I cultivate a positive culture that encourages creativity, open communication, and innovation.I develop and execute comprehensive marketing strategies that align with our firm’s mission of guiding retirees on their wealth journey. Key initiatives I’ve implemented include:The LifePlan Roadmap – A client-focused tool that simplifies financial planning using navigation-inspired terms, helping clients visualize their path to retirement.First Fridays – Monthly client review days to strengthen relationships through regular, structured check-ins.Referral Program & Google Review Campaigns – Strategies to drive organic growth by fostering deeper client relationships and enhancing our visibility.My focus is on staying ahead of industry trends, designing campaigns that resonate with our clients, and building trust through consistent communication. Whether it’s through events, newsletters, or social media, I ensure every interaction reflects our firm’s core values.Ultimately, my goal is to empower both clients and our team by creating meaningful experiences and strategies that help retirees achieve their financial aspirations with confidence.
Retirement Benefits Rank
Market Competitive
LEGACY CAPITAL INC.
LEGACY CAPITAL INC.
Grand Blanc, Michigan
1-24 employees
Based on my experience selling companies to Google, Oracle, Intel, Symantec, TPG, ARM, McAfee, Gemalto, Seiko Epson, ViaSat, Verifone, and others, I advise emerging technology companies on value creation and realization through strategically driven M&A. Thanks for visiting! -Chris Augur
Retirement Benefits Rank
Market Competitive
LEGACY WEALTH PARTNERS
LEGACY WEALTH PARTNERS
Ann Arbor, Michigan
1-24 employees
We help our clients identify and achieve their financial goals and dreams. Through our commitment to a personalized client experience, we provide honest, objective, and intelligent advice based on a comprehensive planning process. We will act with integrity and in the best interest of those we serve. Securities and advisory services offered through Commonwealth Financial Network®, www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. Legacy Wealth Partners, 3053 Miller Road Ann Arbor, MI 48103, (734) 436-8150. This communication is strictly intended for individuals residing in the states of CA, CO, FL, IL, MA, MI, NC, NY, OH, OK, OR, RI, TX. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Review our Terms of Use: www.commonwealth.com/termsofuse.html.
Retirement Benefits Rank
Below Market
WICKFIELD PROPERTIES, LLC
WICKFIELD PROPERTIES, LLC
Ann Arbor, Michigan
All Size Average employees
Wickfield Properties is a real estate company based out of 230 HURONVIEW BLVD, Ann Arbor, Michigan, United States.
Retirement Benefits Rank
Market Leading