Successful Planning Begins With Clear Communication and a Personalized Approach

Together, Let's Build Your Plan

 

At Bokmuller Retirement Services we start with one simple thing. We listen. We listen to you, to what your hopes are, what worries you about your future, and how you see yourself living your life. We take this knowledge and create a plan that is easy to understand.

We work with you to develop a retirement plan that is simple and effective. As your trusted partner, we monitor the plan and make changes as necessary.

 

Financial planning is about more than just good advice or investment
returns. It’s about providing guidance that you can trust.

  Prepare Today for a Better Tomorrow  

 

Whether you are just beginning to work on your retirement plan, or ready to begin your retirement and start receiving income, we are here to help you.

You may have a retirement plan to roll over, an IRA to transfer, or money set aside to invest for retirement and need guidance.

Since the future is never certain we offer insurance services to protect you and those you love most. How do we do this? By offering life, disability, long-term care, and Medicare supplement plans.

 

Financial planning is about more than just good advice or investment
returns. It’s about providing guidance that you can trust.

 

  Define Your Path  

Bokmuller Individua Care
Bokmuller Small Business Support
Bokmuller Professional Connection
INDIVIDUAL CARE

 

When it comes to strengthening your financial future, we walk with you every step of the way providing key knowledge, personal care and innovative solutions to help get you there.

 

This is a life-long process, which is why  we are dedicated to go the extra mile with you.

SMALL BUSINESS SUPPORT

 

Whether you are a new or established business, we can help you start a new plan, or review your existing plan. We meet with you and your employees regularly to keep your plan on track.

 

We offer insurance plans from a variety of companies in order to meet your specific needs.

PROFESSIONAL CONNECTION

 

We help you connect with other
professionals to help guide you through the complex challenges of tax and legal issues.

 

Plus, we are able to engage with tax professionals and attorneys that you are already working with, or provide referrals for specific situations.

 

  Contact Us  

42815 Garfield Suite 209
Clinton Township, MI 48038

 

chris.bokmuller@pksinvest.com

 

Tel: (586) 263-6931

Fax: (586) 263-6952

Success! Message received.