Michigan Financial Services

Helping You Prepare for Financial Success

Michigan Asset Preservation, LLC, specializes in safeguarding your investments, utilizing a wide range of wealth transfer methods, fixed index annuities, universal life insurance, and long-term care tools in order to provide financial plans with a reduced risk of potential loss of interest or principal to the client.

Retirement Income Strategies

With thousands of baby boomers retiring every day, some of the top questions on their minds are, “How can I generate an income to last for the rest of my life?” and “How do I protect myself from longevity risk?” We provide solutions and answers to these common questions. Our retirees feel more confident in knowing their income will last for the rest of their lives.

Universal Life Insurance

Universal life insurance is a flexible life insurance policy that combines the benefits of permanent life insurance protection and cash values with the convenience of flexible premiums and payment schedules. This product allows you to take tax-free income through a loan provision from your contract while at the same time providing a tax-free death benefit. Cash value accumulations grow tax-deferred under current federal income tax law at a competitive interest rate. Should you need your protection to grow, you have the ability to increase your policy’s coverage amount. They also have death benefits, so your loved ones or business will be taken care of when you are no longer around.

Fixed Indexed Annuities

This financial vehicle can help generate a lifetime income that you cannot outlive. In addition, a good fixed or indexed annuity provides you with stock market growth without downside risk to the principal or already earned interest.

Long-Term Care

Our team can connect you with special tools to allow you to plan for unforeseen health care costs. If you are concerned that the rising costs of nursing facilities or home care could deplete your savings, this vehicle can help provide you with peace of mind.

Asset Protection

We focus on helping our clients make asset protection and preservation their top priority. Many people underestimate the devastation of losses to their portfolio due to market declines and don’t realize how difficult it can be to rebuild an account. We believe that the best way to make a dollar is to keep it. Retirement is a critical period, and most retirees simply don’t have the time to recoup losses in their portfolios. Let us show you how we help our clients achieve a reasonable rate of return without ever subjecting their retirement accounts to stock market loss.

Legacy Planning

It is an important part of every retirement plan to have an estate strategy to help protect your legacy. We work with skilled attorneys who have expertise in living wills, trusts, powers of attorney, and other estate planning documents to make sure your legacy is transferred to whom you want when you want them to receive it.


For more information about retirement planning and to download your copy of the 5 Steps To Retirement handout, fill out the form below.

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