A DIFFERENT EXPERIENCE
We specialize in helping Retirees create and simplify programs that minimize taxes, maximize income and preserve value for their families.
Education and accurate information allow our clients to understand all their options when creating a strong foundation for their future.
Successful Retirement may require the services of Retirement Planners, Attorneys, Accountants, Insurance Advisors, Trust Officers, Realtors, and Mortgage Professionals prepared to help you create a stronger financial foundation for your retirement, your children’s retirement, your grandchildren’s retirement, and beyond.
RETIREMENT & ESTATE PLANNING
Does your financial plan include the effects of the deeds to your properties?
Does your financial plan effectively utilize the new laws to maximize and enhance your legal structure?
You live life 365 days a year. Does your financial plan create for every “what-if”?
Are You over-insured?
Does your trust truly serve YOUR Interests?
What questions should you ask?
ARE YOU READY TO START A CONVERSATION?
ABOUT STEVEN YAGER
Highly conscientious, detail-minded and thorough professional who, through 30 years in service industries, has built an excellent reputation for placing a client’s needs first.
Steven Yager has created a truly different TEAM approach to Retirement and Estate Planning that takes into consideration all aspects of Your goals and Your Family’s needs allowing you to effectively plan for any and all possible unknowns giving you comfort, security, and Peace of Mind.
41000 WEST SEVEN MILE ROAD, SUITE 250
NORTHVILLE, MI 48167, UNITED STATES
Our Mission is to provide Financial Education across America.