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Personable, Independent Advisors Helping You Pursue Your Goals

It can be incredibly overwhelming to navigate the world of financial planning and investing. Without trusted guidance and easy-to-understand advice, it’s hard to feel confident in your financial future. We are Managed Money Concepts and we seek to address this concern by serving as a trusted resource.

We are independent financial advisors who assist clients in all stages of life and specialize in retirement and income planning. Our passion lies in helping our clients articulate, plan, and pursue their goals and we take pride in the fact that we have been helping our friends and neighbors for over 20 years.

Our top priority is to serve our clients first, last, and always and we believe our clients appreciate the value we offer and the personalized attention we provide.

Based in Lansing, Michigan, we work with clients in the local area, as well as throughout the country. We invite you to contact us today to learn more about how we can help you pursue your goals.