Donadio Financial Services

Financial Planners, Annuities & Retirement Insurance Plans, Financial Planning Consultants

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19 Years

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(586) 737-2000Call Visit WebsiteVisit Website Map & DirectionsDirections51424 Van Dyke AveShelby Township, MI 48316 Write a ReviewWrite Review

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Other Link: http://donadiofinancial.com
Categories: Financial Planners, Annuities & Retirement Insurance Plans, Financial Planning Consultants, Financial Services, Investment Management, Investments, Mutual Funds, Retirement Planning Services, Stock & Bond Brokers

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Phone: (586) 737-2000

Address: 51424 Van Dyke Ave, Shelby Township, MI 48316

Website: http://donadiofinancial.com

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Donadio Financial Services

Charitable Giving
Looking out for you in retirement and beyond: Our Retirement Planning service isn’t done yet – not by a long shot! To live a long and fulfilling retirement, you’ll need help with many other facets of your life – Health Care, Insurance, Charitable Giving and Legacy Planning. When you need our advice, our specialists will know exactly how to respond!
Tax Services
Income Tax
The cost and availability of life insurance depend on factors such as age, health, and the type and amount of insurance purchased. Before implementing a strategy involving life insurance, it would be prudent to make sure that you are insurable by having the policy approved. As with most financial decisions, there are expenses associated with the purchase of life insurance. Policies commonly have mortality and expense charges. In addition, if a policy is surrendered prematurely, there may be surrender charges and income tax implications.

Investment Management
While many of us don’t realize it, we are constantly engaged in subconscious acts of investment planning. We plan how we can best invest the limited time we have at our disposal. Would the 2-hours we have best be spent visiting a friend at the hospital, or would it be better invested, say, by taking in that ball game? We do some longer-term planning too: Does it pay to invest the effort studying for a degree in Arts, or would we get a better return studying to pass the Bar exam?
Mutual Funds
Bonds

Retirement Planning
What will retirement look like? Are we spending too much? What if we’re not saving enough? How frequently should we be saving? Could we run out of money in retirement? Are we investing in the right places? How much will we need in retirement? Will Government and Employer pension plans cover us through retirement?
Annuities
Retirement income through annuities: Sometimes, the best way to guarantee retirement income is the simplest – Annuities. Of course, these products vary in terms and pay-out options and conditions. Our experts will help make sense of it all!
Long Term Care
Disability and long-term care protection: Accidents, at home, at work, during your commute, can leave you severely disabled and financially stressed. As can debilitating illness! We’ll help you insure against such unexpected turn of events.

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