Retirement planning for real life
Retire with clarity.
Live with confidence.
Coordinated retirement strategies designed to help you make smart decisions, create dependable income and protect what you’ve worked hard to build.
360° Retirement Strategies
Your retirement deserves a strategy built around your life.
That means connecting income, investments, taxes, Social Security, protection and estate considerations around what you actually want retirement to look like.
We help people approaching or living in retirement simplify the moving parts, understand their choices and move forward with a clear plan.
Services
Helping you make better retirement decisions.
We begin with your goals and current plan, then focus on the areas that can make the greatest difference.
- ◆Retirement Income & Distribution Planning
- ◆Investment Planning & Portfolio Analysis
- ◆Social Security Strategies
- ◆Pension Analysis
- ◆401(k) & IRA Rollovers
- ◆Roth Conversion Strategies
- ◆Long-Term Health Care Planning
- ◆Life Insurance & Protection Planning
- ◆Business Transition Planning
- ◆Estate Plan Coordination
Our approach
Planning built around you.
No two retirements—or financial situations—are exactly alike. We begin by gathering the right information and developing a clear picture of where you stand today. Just as important, we identify where you want to be five, ten and twenty years from now.
From there, we create a customized strategy around your specific goals, priorities and circumstances. When you work with us, our job is straightforward: help you make informed decisions and pursue the outcomes that serve your best interests—not ours.
Coordinated guidance
You deserve a connected team—not disconnected advice.
Michael serves as the lead planner and point of coordination. When your situation calls for specialized knowledge, he works alongside estate-planning attorneys, CPAs, insurance professionals and other specialists.
The goal is simple: clearer responsibilities, better communication and recommendations that work together instead of competing with one another.
About Michael
Experience without financial fog.
Michael J. Doran helps families, individuals and business owners prepare for retirement, transition from their businesses, and create retirement income and distribution strategies designed to help them avoid outliving their savings.
His work centers on turning complex financial choices into practical strategies clients can understand, feel confident about and put into action.
A Northwood University graduate, Michael is the proud father of two sons, Trevor and Danny. Away from the office, he enjoys golf, time up north, snowmobiling and serving his community through the Shelby Township Lions Club.
Start a conversation
Let’s make your retirement strategy clearer.
No booking-calendar gymnastics. Tell Michael a little about what you’d like to discuss and provide a few dates and times that work for you.