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About Us

Michael Bernstein

Michael and his wife Veronica, along with their children, Lucas, Jacob and Bekah, live in Williamston, MI. Michael has the unique advantage of helping clients build, manage and preserve assets for individuals, families and business owners. Since earning his B.A. from the University of Michigan in 1994, Michael has acquired extensive experience in working with clients and other financial professionals. He is committed to offering innovative concepts and strategies to help individuals, families and business owners achieve their specific goals so they can be sure that they will never run out of money. Michael enjoys sports, biking, reading, and spending time with his family and friends.    


If you’re not sure about the answer, call or email to set up a no-cost, no-obligation meeting. We would love to meet you, hear about your goals and needs in retirement, and show you how we may be able to help.

Why Choose Us?

Our focus is not just on the bottom line. Our primary goal in working with clients is helping them find the products and strategies that fit their needs and offer the best opportunity to achieve retirement objectives. Our approach is informative and our practice is service-oriented.

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