Financial Services
Schedule a Meeting With Brian Cannon or Call 877-346-7567
Wealth Personal is here to help you manage your finances so you can pursue your ultimate goals.
Financial Planning
Our financial planning process is a thorough, yet simple way for you to take the first step toward reaching your financial goals. Throughout our process, we can help develop customized financial strategies that can turn your goals into reality.
Insurance Services
Some retirees underestimate the impact a big Market loss may have on the future of their income. Luckily, insurance can be used to protect more than just your physical assets. It can also be used to help protect your future. Our firm specializes in helping individuals safeguard their retirement nest eggs by offering a variety of insurance products and financial planning strategies.
Estate Planning
Estate planning and creating a legacy are on the top of most retirees’ minds. Estate planning is the art of making sure your loved ones still talk to each other after you pass on. Leaving an unplanned estate can destroy the strongest of family units. Make sure you take the time to build this important element into your comprehensive Retirement Plan.
Medicare
What is Medicare and What Does it Cover?
Medicare is the federal health insurance program for people who are 65 or older, or those under 65 who may qualify because of a disability or another special situation. Medicare helps millions of American seniors and disabled individuals cover some of their health care costs.
Some of our Medicare Services include the following, but not limited to:
- Medicare Supplemental Insurance
Retirement Planning
At Wealth Personal we take the time to get to know each of our clients. When it comes to retirement, we seek to answer the following five questions:
- What do you visualize yourself doing on your journey through your golden years?
- How are you going to position your life savings to provide funding for your vision?
- How can we position those assets in a way that provides you confidence and peace of mind?
- What are you going to do when and if the unexpected happens?
- What will happen to your assets when it’s time for you to pass on.
Individual Planning
Have You Ever Wondered…
- Am I making the most out of my 401(k)?
- Am I fully covered or over covered on my insurance policies?
- Am I on track with my financial goals for retirement and savings?
- What is my alternative when the stock Market goes negative?
- What will happen to my loved ones/estate/personal items if I am no longer able to manage/provide/care for them?
A strategy based on your goals:
Planning for retirement can be less challenging when you do it with an experienced team. Our advisors will help you build a financial strategy based on your goals.
Vision
Assessment
Strategy
Action
Ongoing Relationship
We offer services in these three areas:
GROW
Prepare for retirement by putting your hard-earned assets to work.
HOW?
403B / 457 Not for Profit Set Up
403B / TSA Plans
Annuities
Asset Protection
Charitable Giving
College Funding
Critical Illness Insurance
Disability Insurance
Estate Planning
Final Expense Life Insurance
PRESERVE
Protect the assets that can help you live the retirement you’ve always imagined.
HOW?
Fixed Indexed Annuities
Funeral Trust Insurance
Guaranteed Income
Indexed Universal Life Insurance
IRA & 401(K) Assets and Planning
IRA, 401(K) and 403(B) Rollovers
Lifetime Income Planning
Life Insurance
Living Benefits Insurance
Long Term Care Insurance
GIVE
Provide for the people and causes you care about the most.
HOW?
Medicare Supplemental Insurance
Mortgage Protection Insurance
Short Term Major Medical Insurance
Retirement Income Planning
Safe Money Options
Social Security
Tax Advisory
Tax Minimization Planning
Tax Planning
Wills, Trusts, Estates
Regular Review
Your life will change. And your plan must change with it. At our regular plan reviews we check for progress, realign to new information, and address any information that is out of date. Our support team is here for you to get you the answers you need when you need them. Regular plan reviews are just another part of doing it the right way.
Find a Wealth Personal Location
Elk Rapids, Michigan
212 River Street
Elk Rapids, MI 49629
Office: 877-346-7567
Fax: 231-264-8488561-329-2650
brian.cannon@wealthpersonal.com
