SERA Plus

Financial and Retirement Planning

Through SERA Plus you have access to one of the largest independent financial planning firms in the state of Michigan.

Today’s fast-paced environment requires a better educated investor to navigate the complications of the financial markets while providing the right blend of safety and growth potential as you plan your retirement.

Features:

One-on-one, no-cost consultation with a licensed representative to discuss your personal goals and concerns.
Work with a variety of well-established companies to offer you choices of safety, growth and/or diversification of your assets.
Strategies individually designed based on your family’s needs in areas of Wealth Accumulation, Asset Protection and Pre-retirement Planning.
Increase Return on Low Yielding Investments
Reduce Excessive Investment Fees
Learn Strategies to Outpace Inflation
Maximize College Education Tax Benefits

For more information on this benefit and to receive your SERA Plus package, contact Cheryl Streberger, at 517-515-9815 or cstreberger@yahoo.com, or submit form for more information.