The Wolverine: Covering University of Michigan Football and Sports
Issue link: http://read.uberflip.com/i/337607
455 E. Eisenhower Parkway, Suite 300 | Ann Arbor, Michigan 48108 | 734-769-7727 | 800-360-1953 Margaret Kephart CRPC® K. Larry Hastie H. Todd Kephart CFP© Karen A. Chapell R. Griffith McDonald Brock E. Hastie John Goff CFP© The quarterback of your family's finances Our team helps you build wealth and create retirement income for your lifetime and beyond. As your family's financial quarterback we apply our pro-active investment approach with a goal of growing your assets when opportunities open downfield and preserving assets when challenges arise. We manage investments and coordinate retirement strategies, estate planning, college funding, and gifting preferences. We can actively manage TIAA-CREF and Fidelity accounts without transferring assets, and we can integrate other non-university assets into your portfolio. We are a local, independent, fee-only advisory firm not affiliated with the university, TIAA-CREF, or Fidelity. Learn more at www.risadvisory.com 7.Retirement Income Solutions Ad.indd 7 6/18/14 3:44 PM