C2 Private Wealth - Novi (MI)

5 /5 Alana Jarl: I am feeling very secure with C2 Private Wealth. After attending the retirement education course and having a few meetings with Jake, I felt very confident with the education I received and the plan of action for retirement. I highly recommend taking C2 educational class if you are thinking about retiring in the near/far future. It is very informative.

5 /5 Tim Parkinson: I cant recommend Senior Planning Advisors enough. Everyone is very nice, and they do a great job of building a unique retirement plan that manages risk and accomplishes any goals you have such as leaving kids money, reducing taxes, or just maximizing your spending. They work with you to help understand the plan and whats happening every year. The CPA and lawyer they have at the firm are also great. Its very comforting knowing theres a whole integrated team helping us. I also love the fact that if something were to happen to me, my wife would have a whole team to help manage the money and taxes.

5 /5 Maureen Fernandez: I just had my 8th annual review today. I am happily retired for two years now, and am secure with and enjoying the 30-year retirement plan SPA customized for me. I appreciate the continued education they provide me (and my kids) through Lunch & Learn sessions, Rundown videos, and Radio shows. I am very pleased with the entire SPA team. One of the best financial decisions I have made.

5 /5 Dan Lonowski: Weve been with C2 for 9 years, starting 2 years before our retirement. Were not a big client but we did our research and their tools and method are best of class. After attending their retirement education class (REF) we were convinced, and have enjoyed peace of mind ever since. We dont require a lot of hand-holding, but whenever weve had issues or life events, they were always available with undivided attention. Highly recommended.

5 /5 Steve Otting: My wife and I just completed our annual review with Senior Planning Advisors. We have been working with SPA for 3 years, and we are very happy with the retirement plan they developed. The plan addresses when we should do Roth conversions, when we should take social security payments, how to diversify our investments, addresses long term care, and reduces taxes. The plan gives us the confidence to enjoy our retirement without worrying about the stock market, and it allowed / encouraged us to move into a ranch house instead of our prior multi-level house. The SPA team is great to work with, and we enjoy their Rundown / Lunch and Learn events. They also provide great contacts to help create legal documents, provide financing options, prepare tax returns, and informs us of medicare options. We took advantage of all aspects of these support teams. We are pleased with each of them. I cannot imagine our retirement being the same without Senior Planning Advisors.