Located directly across from the Michigan State Capitol building in Lansing, the financial advisors at Capitol Income Consultants work with people throughout the United States to develop personalized retirement plans.
Your Trusted Financial Partners In Michigan
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Personalized Planning
Nothing we do is cookie cutter; our mission is to do what is in your best interests as a fiduciary based on our understanding of your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.
We understand the challenges that individuals, couples, families, and organizations face today. From paying for college, to taking care of parents, to saving for retirement, our commitment is to utilize all of our resources to help you pursue and reach your financial and life goals. We believe in long-term relationships and in thinking “outside of the box,” and we are not afraid to challenge conventional wisdom in our approach to retirement planning, investing, and preserving wealth. All of our energy, commitment, and efforts are focused on you and your satisfaction.
Who We Serve
For decades, we have worked with both employers and employees, including people with ties to General Motors, other auto-related offices, insurance companies like Jackson National, Michigan State University employees, and many more. Through referrals, we have expanded across America through the years, and our focus today is on people facing or in retirement. If you are age 55+, we can create a plan before you quit working to help ensure you don’t run out of money or get sidelined by the many risks you may face while spending 20 or more years in retirement.
Capitol Income Consultants also helps small business owners and entrepreneurs, as well as groups and associations, with their workplace retirement plans. From 401(k)s, to 403(b)s, to SIMPLE (Savings Incentive Match Plan for Employees) plans, group retirement plans come in many forms, and are designed to help executives and employees save more tax-advantaged money for their retirements. We can help you assess what type of plan might work best, set the plan up, manage it, and help educate all of the plan participants about what they can achieve.
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5 Things To Consider Before Retirement
Resources From Capitol Income Consultants
We are here to provide help when it comes to managing, saving, investing, growing, and protecting your wealth, in anticipation of retirement, and passing on a tax-advantaged legacy for future generations. Browse the resource library here to learn some of the basics about financial matters. And remember, please feel free to reach out if you have any questions!
Do You Know the Connection Between Income and Medicare Costs?
Do You Know the Connection Between Income and Medicare Costs?
What’s the difference between a traditional IRA and a Roth IRA?
What’s the difference between a traditional IRA and a Roth IRA?
7 Signs You May Be Ready for Retirement
