Services Offered at Majestic Financial

A comprehensive financial plan starts with a discussion about what our clients want to achieve and when they want that to happen.  Our process is detailed but conversational.  Once we know what is important to you, we then know what services are needed and appropriate to enable you to live the life you have dreamed about.  The services we provide are Legacy Planning, Retirement Planning, Tax Planning, Money Management, and Protection Planning.  Some clients may only need some of these while others would benefit from all.  We look forward to speaking with you in more detail about your goals and how they can come to fruition.  If you’re interested in learning more, please call (269) 443-2160 to set up an appointment with one of our advisors. 

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