mihudsonagency.comHudson Wealth Management |
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mihudsonagency.com
Title:Hudson Wealth Management |
Description:Existing Clients Broker Check (231) 421-7391 Services Social Security Maximization Medicare Planning Retirement Income Tax Planning Legacy Planning Risk Management Specialties Munson Tradesmen Teacher
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mihudsonagency.com |
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69.195.107.88 |
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Provo |
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Existing Clients Broker Check (231) 421-7391 Services Social Security Maximization Medicare Planning Retirement Income Tax Planning Legacy Planning Risk Management Specialties Munson Tradesmen Teachers Education & Events About Us Our Company Our Team Careers Resources Resources Blog Contact Us RETIREMENT CHECKUP Select Page We’ll serve up the retirement plan, YOU BRING THE LIMES. Clarify your retirement with a plan that manages your assets to cover your unique needs. GET YOUR FREE RETIREMENT CHECKUP Cheers to retirement! In order to enjoy the best retirement possible, you need a plan that maximizes what you’ve worked so hard to build while ensuring you don’t overspend and run out of resources. We specialize in creating clear retirement plans designed for your specific needs so you can focus on the fun stuff, like honing your pickleball serve. HOW IT WORKS: FREE 15-MINUTE CALL Let’s have a quick chat to discuss any goals, worries, or questions surrounding your retirement you might have. RETIREMENT CHECKUP Schedule a Retirement Checkup at your home, at our office, or over the phone — whatever is best for you. ENJOY THE GOOD LIFE Our proprietary B.R.E.A.T.H.E. Retirement Formula will maximize the future of your retirement finances, ensuring you’re set for the long haul. SCHEDULED CHECK-INS We’ll schedule follow-ups to check-in and make sure your plan is working the way you want it to and make any ongoing adjustments needed. GET STARTED The Hudson B.R.E.A.T.H.E. Formula Budget & Income Needed in Retirement We help you maximize Social Security in conjunction with all your other income sources. Risk Score & Personalized Range of Return Using our industry leading software, we will determine your personalized risk score. Evaluate Current Accounts We’ll make sure your portfolio matches your personalized Risk Score and Range of Return. Asset Allocation to Asset Designation We will assign a job to each of your accounts in retirement, each serving it’s unique purpose. Tax Minimization Working with either your CPA or ours, we will minimize your outgoing tax responsibilities. Heath and Long Term Care A primary concern for many in retirement is a strong healthcare strategy. Estate and Legacy Plan We help make sure there are no surprises and your legacy is handled the way you intend. Specialty Areas we Love to serve: Munson Retirees You’ve devoted your career to others, and we’re devoted to helping you in every step of your retirement. Learn More RETIRED TEACHERS With retired teachers on staff, we can educate you on all aspects of life after the classroom. Learn More RETIRED CONTRACTORS Our team is devoted to being your ‘go-to’ sub-contractor for your retirement journey project ahead. Learn More Education & Events For those looking to learn more, we offer an array of ongoing classes and events. You’ll get in-depth knowledge that you can use while developing your retirement plan or within your current plan. Learn More As Featured In Have mixed drinks, not mixed feelings over your retirement plan. Retirement shouldn’t be a time of confusion and worry, you’ve stressed enough in your life, you should be able to finally relax knowing your finances are handled and you’re covered. We’ll help you get started today with a review in the comfort of your own home. GET YOUR FREE RETIREMENT CHECKUP A portion of each new policy goes to Hudson Helps, a foundation that supports Relay for Life and Alzheimer’s Association. Marc Hudson, Tim Alfieri, Sara Hornick, investment advisor representatives of, John Kohout, registered non solicitor of, and securities and advisory services are offered through, USA Financial Securities Corp., Member FINRA/SIPC (www.finra.org). A Registered Investment Advisor located at 6020 E. Fulton St., Ada, MI 49301. Hudson Wealth Management is not affiliated with USA Financial Securities. Marc Hudson, Tim Alfieri, Sara Hornick, and John Kohout are authorized to transact securities related and investment advisory business only in states where they are properly registered. For investment products and services these states include: MI. For investment advisory services there states include: MI. Additionally, clients who are not residents of these states cannot be serviced. This website is not intended to provide investment, legal, or tax advice, nor to effect securities transactions or to render personal advice for compensation. Website by Hardy Design Co. + Leadplan Marketing For more information on any representative, please visit FINRA’s Broker Check × × ×...
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