You may no longer earn a paycheck, but your assets can still work for you-Invest your retirement principal, anticipate retirement expenses, and prepare your financial legacy. Learn how to distribute and use your retirement investments, life insurance policies, and savings to provide for your retirement lifestyle.
Do you know where your financial journey is taking you? Take the first step toward a financial strategy today. Whether you're getting started or you'd like to evaluate what you already have-a 401(k) from your last job, a savings account, or a life insurance policy that has accumulated cash value. Now you can set a direction for your financial life and work toward your goals.
We begin our financial planning process by determining your financial and personal goals. Although this process may be time consuming, it is critical to the success of your financial plan. At Pohl & Associates we believe educating our clients enables them to make informed decisions about their financial journey.
Pohl & Associates is a comprehensive financial services firm committed to helping our clients improve their long-term financial success. Our customized programs are designed to help manage our clients’ wealth by delivering a high level of personalized service and experience.
We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to contact us. We look forward to hearing from you.
Pohl & Associates is located in Lansing, Michigan, and has been providing financial services to their clients since 1982. Pohl & Associates conducts business in other states besides Michigan, including California, Colorado, Florida, Georgia, Illinois, North Carolina, Ohio, and Virginia.
Our focus is comprehensive financial planning for all stages of your life; from your first job to retirement and beyond. With that in mind, we offer a wide range of investment and insurance products to help create value for our clients.
With years of experience in the financial industry, our financial planners have helped many clients over the years with the challenges of managing their money and creating long-term financial goals. We create a customized plan for our clients.