Why Financial Life Management?
We examine all financial touch points in your life in order to more successfully design a solution to help you reach your personalized goals.
Risk Analysis
What is your risk number? Assess your risk tolerance with our Free Portfolio Risk Analyzer and be sure your portfolio fits you.
Long-Term Care Calculator
How much will your long-term care be?
Assess your longevity and out-of-pocket care costs and make sure it fits into your financial plan.
White Papers
11 Things to Consider When Examining Your Estate Plan
Don’t let the time and effort you’ve put into your retirement get derailed by taxes, legal issues, or your own medical or personal needs in retirement.
Five Things to Know About Cash Balance Plans
It can help get you on the fast-track to a comfortable retirement..
Managing Correlations, Volatility, and Returns
How reduced asset correlations enhance investment portfolios.
TELEMUS TEAM HELPS FIGHT HUNGER IN CHICAGO AND DETROIT
From the farm to the warehouse, members of our team took part in community enrichment projects focused on providing food for those in need.
TELEMUS TEAM HELPS FIGHT HUNGER IN CHICAGO AND DETROIT
From the farm to the warehouse, members of our team took part in community enrichment projects focused on providing food for those in need.
TELEMUS TEAM ‘GOES TO THE DOGS’ TO HELP THE MICHIGAN HUMANE SOCIETY
Man’s best friend gained ten new best friends May 31 when the Telemus team gathered for a day of volunteering at the Michigan Humane Society
TELEMUS WELCOMES NEW FINANCIAL LIFE ADVISOR, TREVER HELMSTEAD
Telemus is pleased to welcome Trever Helmstead to our experienced team of financial life advisors.