Our Firm
Michigan Benefit Financial, Inc. is a full-service financial firm committed to helping people pursue their financial goals. We help our clients clarify and quantify their financial goals and objectives, assist them in making nonemotional financial decisions, and coach them through life's changes to ensure the long-term integrity of their financial plan.
Our advisors partner with our broker-dealer, Lincoln Investment's, internal portfolio managers, external fund companies, and a wide variety of insurance carriers to find the best solution for each client's individual needs. While all clients' needs differ, we focus on many of the following key areas of financial planning:
- Planning for Current Needs
- Risk Mitigation Planning
- Wealth Accumulation and Management
- Tax Planning and Management
- Retirement Planning
- Estate Planning
