We Help Soon to be Retirees and Retirees Answer These Questions:
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Can I retire yet?
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When can I retire?
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Am I saving enough to retire by...?
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How am I doing so far?
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Do I have the right mix of stocks and bonds?
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Can I generate enough retirement income?
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How can I minimize taxes in retirement?
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When should I take social security?
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Can I afford a second home?
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The market is up/down, should I adjust my spending?
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What's the best strategy for withdrawing money from my retirement accounts?
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Should I consider roth conversions?
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How should I invest for my legacy goals?
Benefits of a Customized Retirement Plan
Confidence
Having a well thought out plan in place can alleviate stress and anxiety when making the switch to retirement.
Expertise and Knowledge
Our knowledge in retirement planning will help you avoid mistakes and save you valuable time and money.
Flexibility
Having a retirement plan in place gives you the flexibility to make adjustments as needed due to changes in your circumstances, financial markets, or retirement goals.
Customized Retirement Plan
Initially - $250 Fee
Review - $100
Customized Retirement Plan Report
Investment Advice and Withdrawal Strategies
Tax Planning, Social Security Optimization, and Roth Conversions
Goal Setting and Legacy Planning
Ongoing Support and Service (Optional)
$20 Monthly Fee
Ongoing Investment Support
On Call Investment and Retirement Planning Advice
Access to our Retirement Planning Software
Quarterly Reviews
About
Mike Eldridge, CRPC™ Professional
I became a financial advisor due to an experience a family member had with their current name brand advisor. Put simply, they were getting charged that hefty 1% fee, and not provided adequate service. The advisor fell into one of the categorical flaws of the industry, providing investment advice, without the financial planning piece.
My goal is to combine my knowledge and experience to become a trusted advisor, for all types of clients, one who cares more about the clients well being, than charging unreasonable fees.
I graduated highest distinction from the University of Michigan-Dearborn with a BBA in Finance, and have experience in the financial services industry at both a large national brokerage firm and at a regional bank. Additionally, I hold the Certified Retirement Planning Counselor Designation.
Head over to my Youtube channel to get to know me better.
Disclosures
Marlin Financial Advisors is registered with the State of Michigan as a Registered Investment Advisor. Registration does not imply a certain level of skill or training.
Information presented is for educational purposes only and does not intend to make an offer or solicit sale or purchase of securities. Past performance is not an indication of future performance. All investments involve risk and possible loss of interest and principal. Be sure to consult a tax professional before implementing any investment strategy.