For more than 20 years, IAM Inc. has been providing financial advice in the Traverse City, MI area to those who want to plan for retirement. Free yourself from the worries of what your retirement income is going to look like when you stop working. By planning for your retirement early, you can live in the now without worrying about tomorrow.
Traditional retirement planning often only focuses on wealth creation and asset growth. While having a healthy nest egg of savings is an essential ingredient to a comfortable retirement. In our financial consulting we also provide important advice on Social Security, health insurance, housing, and income tax.
Traditional retirement planning often only focuses on wealth creation and asset growth. While having a healthy nest egg of savings is an essential ingredient to a comfortable retirement. In our financial consulting we also provide important advice on Social Security, health insurance, housing, and income tax.
Services
IAM, inc., provides financial retirement income planning advice to current and prospective retirees in the Northern Michigan, get their ducks in a row to plan for a great retirement. Our retirement planning advisors look at your retirement situation from every angle to make sure everything is leveraged to your advantage as you travel along your retirement journey.
Those who wish to work as financial advisors, to either manage assets or provide financial advice to clients, can take one of two basic approaches: They can either be sponsored by a broker-dealer and become licensed under FINRA regulations to become a stockbroker, or, they can register directly with the Securities and Exchange Commission (SEC) as an investment advisor before providing professional investment advice.
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