Headquarters:

888 W Big Beaver Rd. Suite 112, Troy, MI 48084

Phone: (888) 267-1321 | clientservices@citycenterfinancial.com

Advisory services offered through City Center Advisors, LLC a Registered Investment Advisor.  Insurance products offered through City Center Financial, LLC.  City Center Advisors, LLC and City Center Financial, LLC are affilliated entities.

City Center Advisors, LLC and City Center Financial, LLC do not provide tax or legal advice.  The information presented on this website is not specific to any individual’s personal circumstances.  No information contained in this website is intended to be tax, legal or investment advice.  Individuals should consult with their own tax, legal and investment professionals.

This website does not constitute a solicitation to purchase or sell securities in any jurisdiction in which City Center Advisors, LLC is not registered.  City Center Advisors, LLC is registered in the states of Michigan, New Jersey and Colorado.

City Center Advisors, LLC and City Center Financial, LLC are not affililiated with the Social Security Administration or any government organiztion.

 

© 2015 - 2017 by City Center Financial, LLC.

Retirement Planning

The Know Your Retirement Process

Our proprietary Know Your Retirement process is designed to help our clients achieve simplicity and confidence during their retirement years. It’s focused around 5 key areas of your current financial situation:

 

INCOME PLANNING

We’ll help ensure your expenses can be paid month to month with
reliability and predictability for the rest of your life.

 

INVESTMENT PLANNING

Once your income plan is established, we’ll create an investment plan for the remaining assets that you do not need to draw from month to month.

TAX PLANNING

Any comprehensive Retirement Plan will include a strategy for addressing taxes.

HEALTH CARE PLANNING

We’ll create a plan designed to help you protect yourself against rising healthcare costs both now and in the event of Long-term Care.

LEGACY PLANNING

It’s important to make sure that any remaining assets you’ve worked so hard for go to your beneficiaries instead of taxes. 

We Know Retirement

Please take a moment to view the video to the left that talks about the holistic approach we take at City Center Advisors, LLC.

 

Retirement Planning at City Center Advisors, LLC is the product of our fiduciary responsibility to our clients.  As a financial planning firm, it is our responsibility to ensure that every single recommendation that we make to our clients is in their best interest, and that we are able to provide a reasonable basis for that belief.

In addition to the financial planning, we also utilize the Monte Carlo testing that was originally developed by scientists in the 1940's for use in weapons testing for the development of the first nuclear bomb, and is still used today for evaluating complicated probabilistic interpretations.  We feel that the same level of seriousness that those scientists applied to nuclear weapons testing is the absolute best basis for testing and measuring our clients risk in retirement.

 

Please take a moment to view the video that provides a brief explanation of monte carlo testing.

 

To receive your no obligation retirement plan analysis you can do either of the following: