The right services for the plan that's right for you. As we help understand your position in the market, our team will prepare a plan that focuses on your complete needs from financial advisors.
Our personal and professional experiences help us provide clients with thoughtful and ethical advise on a wide range of topics. We work with individuals and companies to find the exact path that is needed for their financial situation.
Through a cooperative process, clients receive a plan that does more than sit on paper, as it lives in their hearts and daily lives. This exciting roadmap will be unique to each client, as will the exact services utilized.
As a result, our services allow our clients to face the future with certainty, as they know both L2 Advisors, and their financial plan, are there for them along the way.
Our extensive knowledge and experience includes working with public employees in Michigan. A MPSERS, ORS or other pension offers unique planning opportunities. Many systems have undergone significant changes in recent years, our team is well versed in the changes impacting public pensions. Our process can offer clients an unbiased approach to developing a financial plan that better maximizes the benefit of a pension, 401k, 457, 403b or other employer sponsored plan. Ask us whether your employer is one of many with whom we work directly to manage your retirement investments or benefits.
Understanding investing principles and strategies can help you avoid some of the pitfalls that snare some investors. There are principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals.
There are advantages and disadvantages of converting traditional IRAs to Roth IRAs. We’ll discuss both with you and make sure you have the necessary information to make an educated decision as to the benefits and costs of conversion.
Business owners are faced with a unique set of challenges, regardless of company size. We work with companies to help provide a meaningful benefit package to attract and retain employees. This requires a keen understanding of the IRS code, in addition to adherence to Department of Labor rules and regulations.
Click below to learn about L2 Advisors proprietary process, the TruVectr FORMula™