Prevailing Strategies will empower consumers to be self-sufficient by elaborating on the fundamentals of acquiring assets. We deliver one-on-one consultation, mentorship, and unique strategies, for those seeking to expand their understanding of the financial markets. Not only will we provide services that include step-by-step details on risk management, supporting psychology, and the foundations of analysis, but we'll also supply a confluence of ideas to improve efficiency and reduce overall risk.
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At Celtic Wealth Management Group, we believe in providing financial planning that empowers our clients to make educated financial decisions. After understanding your unique needs and goals, we provide you with the knowledge and guidance to choose a path that works best for you. Our ultimate goal is to be your lifetime advocate. We don't just look at what will give you the best return today, we look at the whole picture throughout each phase of your life. We provide independent financial planning, custom plans and solutions, along with exceptional personal service. We also offer tax and estate planning through an independent Certified Public Accountant and Estate Planning Attorney. From accumulation through retirement income, we deliver on our promise that you will always be taken care of. You work hard for your money and you should never have to worry about outliving your savings. By working with Celtic Wealth Management, you can retire with the confidence of knowing that your income will last as long as you do.
We specialize in Retirement Planning and Investment Management, and we do it for a single, transparent flat-quarterly fee of $2,250 per quarter debited directly from your investment account. No commissioned products to sell, no referral fees to gain, no percentage of assets under management, and never any complicated sliding scales. Our unique model and ThriveRetire™ 8-step retirement planning process allow us to deliver a more thoughtful and strategic approach to retirement planning. Our ThriveRetire™ ongoing 8-step retirement planning process and investment management service is best suited to individuals nearing or in retirement with an investment portfolio of at least $500,000. We invite you to learn more.
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At Craig Noonan & Associates, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the Dearborn, MI area to help them focus on their financial future. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
