Retirement Income Planning for Michiganders Since 2010
Plant certainty.
Harvest confidence.
Harvest Trail Retirement Strategies are built to help guarantee income, protect your health, and guard your family’s future.
Now, imagine riding
through retirement without looking over your shoulder.
Getting there means answering questions:
Will your savings last through retirement?
Medicare and supplements: why are they so complicated and what’s best for me?
Could your spouse face financial hardship if you're gone?
Retire With Confidence and Live With Purpose
A snapshot of our services
Retirement Income Strategies
Convert your savings into predictable, lifelong income streams protected against market fluctuations.
Medicare and Supplemental Plan Clarity
Side-by-side, jargon-free guidance on Medicare, Advantage, and Medigap, with annual plan check-ups built in.
Life Insurance Strategies
Straightforward protection for your loved ones and legacy, sized to your family's needs.
Long-Term Care Strategies
Protect your assets with coverage that shields you from rising healthcare costs.
Legacy & Survivor Strategies
Simple plans designed to keep your spouse financially stable and your family’s legacy honored.
Our commitment is to uphold our principles.
Kitchen-Table
Clarity
No jargon, just straight talk.
Cowboy
Integrity
Honest recommendations, neighborly care.
Predictable
Protection
Strategies built on certainty, not speculation.
Frequently Asked Questions
Why involve a professional if I manage my own money?
Because you deserve a face-to-face conversation with a pro. DIY management can leave gaps. We help you tie income, health care, and legacy strategies together, eliminating any potential blind spots.
How do you get paid?
There’s never a charge directly to you for our services. We are paid a commission by the insurance company.
Is there a minimum asset requirement?
Not at all. If you’re serious about retirement income planning, we’re serious about helping.
What's involved in the first meeting?
An easygoing conversation focused entirely on you with no added pressure; just clarity.
Retire with Confidence. Live with Purpose.
Ready to Take the Next Step?
Schedule your no-cost meeting today and see how our approach can help you retire with confidence.
