STELLAR FINANCIAL SERVICES, LLC
Helping Clients Pursue The Retirement Lifestyle They Have Always Dreamed Of...
What Does Your Retirement Look Like?
Securities and Investment Advisory Services offered through Woodbury Financial Services, Inc.Member FINRA/SIPC.
Insurance services offered through Stellar Financial Services, LLC which is not affiliated with Woodbury Financial services, Inc. Woodbury Financial Services, Inc does not offer tax or legal advice.
Stellar Financial Services LLC has representatives licensed in the states of Michigan, Florida, Texas, Arizona, Colorado, Kansas, and California
The Woodbury Financial Services Representative associated with this site may only discuss and/or transact securities business with residents of the following states: Michigan, Florida, Kansas, Virginia, Texas, Arizona, Colorado, and California.
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Form CRS Link: {ad969501-7672-46af-bba1-8ab46180de6f}_20-0438-RegBI-Form-CRS-WFS.pdf (advisorgroup.com)
Will You Have Enough To Retire in the Lifestyle That You Planned for and Dreamed About?
Everybody's Retirement is as different as your personality. We don't use a cookie cutter approach when developing your retirement portfolio. We start by discovering how you feel about various different market conditions, good markets, and not so good markets. Because you know that during your retirement, you will experience both kinds of markets.
Schedule Your Consultation
As Fiduciaries, we are required to put your interest ahead of ours. After careful investigation of you and your retirement savings, we can provide you with a Retirement Income analysis which will show you one of two scenarios:
A) You could have plenty of assets currently in place to help take care of your increasing retirement income (to cover inflation) or
B) You could potentially run out of money in the future (the report shows at what age it could happen)
If your report happens to show you potentially running out of money in the future, some small adjustments today could make a big difference to you in the future!
Our Office is located in Troy, MI
101 West Big Beaver Rd
14th Floor Columbia Center
Troy, MI 48084
Toll Free 1-800-STELLAR
our LOCATION
President of
STELLAR FINANCIAL SERVICES, LLC
Michael Hass
I have been an Investment Advisor Representative Since 1993. I specialize in helping people retire in the lifestyle that they have been accustomed to throughout their career to strive to make sure that their retirement income needs can keep pace with REAL inflation during their retirement years. It is my ultimate goal to make sure each and every client is treated as a VIP.
michael@stellar.financial
STELLAR FINANCIAL SERVICES, LLC
Making sure that your retirement nest egg keeps pace with REAL inflation is crucial to maintaining the lifestyle you are accustomed to. Taking too little risk can mean that your nest egg might not keep up the life-style you desire. Taking too much risk can wind up creating more volatility than your portfolio could withstand and thereby affecting your withdrawals during your retirement years, possibly forcing you to take smaller withdrawals over time and reducing your lifestyle.
Your latter working years are typically your busiest years, often taking time away from the things you should be concentrating on. As you know retirement comes very quickly and you want to make sure that you can do all the things you planned on doing when you finally hit retirement. Working with a fiduciary Investment Advisor Representative can help to keep you on track for that retirement you dreamed of so you can strive to make it your reality!
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What Should Your Retirement Account Be Holding Today?
Should You Roll Over Your 401k, 403b, 457 Plan now?
What is The Greatest Risk To You In Retirement?
In This Consultation, You Will Learn:
The most efficient way to rollover your 401k, 403b, or your 457 plan into your IRA.
How much you should take from your retirement account so that it may last you throughout your lifetime.
What the greatest risks to you are as you enter retirement.
When Should You Rollover Your Retirement Account?
What should be in your Retirement Account right now given the current market volatility.
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