Bryan Haggard, CFP®, CFA RetireMitten Financial LLC
- 522 N Main St Ste 200 , Milford, MI 48381
- (248) 935-0470
- https://retiremitten.com
About Bryan Haggard, CFP®, CFA
RetireMitten Financial specializes in helping family’s transition into retirement. We are also experts in cross-border financial planning, specifically helping families that have worked in both the U.S. and Canada.
In order to help families realize their dream of a successful retirement, we go through a three-step process.
Step 1: The Retirement Roadmap
Initially, we go through a comprehensive retirement plan and goal setting process. What do you want your ideal retirement to look like? How do you envision spending your newfound free time? Great, let’s put together a plan so that you can stop worrying, and start enjoying retirement.
Step 2: The Retirement Paycheck
Once goals are established, we now need to build an investment portfolio to help meet those goals. We believe in a cash-flow matching investment strategy. Cash-flow matching involves creating a monthly “retirement paycheck”, to help meet your goals. This allows you to feel comfortable generating a steady stream of income, regardless of the ups and down of the stock market.
Step 3: On-going Planning and Support
The initial plan and investment strategy are only the beginning. Things change a lot in retirement. The stock market, your goals, and your life are ever changing. So should your retirement plan. Our systematic approach to meetings allows us to consistently change your plan as soon as your goals change. That European river cruise you woke up last night dreaming about, let’s figure out how to make it a reality.
Looking for a Stress-Free and Fulfilling Retirement?
If you are looking for an experienced financial planner to help guide you through retirement, let’s talk.
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
Ideal Clients
- Baby Boomers
- Cross-border Planning
- Retirement Planning
- Tax Planning
Ways Advisor Charges
- Quarterly Fee
- Flat Fee
Fee Options
- Quarterly Fee: $1,250+/qtr
- Flat Fee: $5,000+/engagement
SEC Records
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
