Wealth Management Partners

Evergreen Financial Group, located in Williamston, MI, is an independent insurance agency dedicated to providing comprehensive insurance and investment solutions for individuals, families, and businesses. Since 1999, they have focused on educating clients about their options and assisting them in selecting the best plans tailored to their needs. With a strong emphasis on employee benefits and design, Evergreen Financial Group offers services ranging from individual and small group insurance to large employer plans. Their commitment to personalized service ensures that clients receive high-level guidance while maintaining a personal touch throughout the process. Generated from the website

LPL Financial, situated in Okemos, MI, operates as an independent broker-dealer, presenting a wide range of investment options, advisory services, and holistic wealth management solutions. By collaborating mainly with financial advisors, institutions, and registered investment advisors (RIAs), they equip professionals with essential resources and cutting-edge technology platforms to offer tailored financial advice. With a core focus on aiding advisors in compliance oversight, practice management, and tech services, LPL Financial is dedicated to enabling advisors to engage effectively with clients. Their pivotal role lies in boosting the efficiency, accuracy, and autonomy of financial advisors as they navigate the intricate financial services sector, ensuring a solid foundation for success. Generated using this brand's available information

Lifeplan Financial Design is an independent financial services firm located in Alaiedon Township, MI. They specialize in creating retirement strategies using a variety of investment and insurance products, offering services such as retirement income strategies, asset management, estate and legacy planning, IRA and 401(k) rollovers, long-term care, and life insurance. With a team of experienced professionals, Lifeplan Financial Design aims to provide personalized financial solutions to help clients achieve their retirement goals. They prioritize the financial well-being of their clients and offer comprehensive services to ensure a stress-free retirement.Generated from the website