Be financially confident

Wherever you are in life, be financially confident.

Helping pre- and post-retirees across Saginaw, Midland, and Bay City secure their financial futures with personalized, fiduciary-backed strategies.

About Us

Your Partners in Building Generational Wealth

At Premier Financial Group LLC, we understand that retirement is one of life’s most significant transitions. That’s why we are dedicated to helping you navigate the complexities of wealth management, tax strategies, and financial planning. Whether you’re preparing for retirement or have already retired, we’re here to guide you toward financial confidence for every stage of life.

What Sets Us Apart:

  • Community Focus: Deeply rooted in the Tri-City area, we understand your unique financial challenges.
  • Personalized Service: No cookie-cutter solutions—every plan is tailored to you.
  • Fiduciary-Backed Guidance: Always acting in your best interest.
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Testimonials

What Our Clients Have to Say

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WHO WE SERVE

Guiding Pre- and Post-Retirees Toward Financial Confidence

We specialize in helping individuals and families navigate the complexities of retirement. Whether you’re preparing to leave the workforce or are already enjoying retirement, we provide personalized strategies to ensure your financial future is secure, sustainable, and aligned with your goals.

Wealth Management

Personalized investment strategies to grow and protect your wealth.

Retirement Income Planning

Confidently transition into retirement with sustainable income planning.

Social Security Maximization

Ensure you receive the highest benefits possible.

Roth Conversions

Strategically reduce your taxable income for retirement.

Our Process

A Personalized Approach to Financial Confidence

financial planning is most effective when it’s tailored to your unique goals and life stage. Our process ensures you feel confident, informed, and supported every step of the way.

  • 1. Discovery
    • We take the time to understand your financial goals, concerns, and dreams for the future
    • Outcome: A clear understanding of where you are today and where you’d like to go.
  • 2. Customized Strategy Development
    • Using the insights gained, we create a personalized financial plan designed to address your needs, whether it’s retirement income, tax optimization, or wealth management.
    • Outcome: A roadmap that aligns with your values and goals.
  • 3. Implementation
    • Together, we put your plan into action, leveraging proven strategies to help you achieve financial confidence.
    • Outcome: Clear steps to get you on the path to success.
  • 4. Ongoing Support
    • Life changes, and so do financial markets. That’s why we monitor your plan and provide ongoing support to ensure you stay on track.
    • Outcome: Peace of mind knowing your financial future is always a priority.

Resources

Educational Workshops for the Tri-City Community

We’re here to make retirement planning approachable and effective for families in the Tri-City area. Whether it’s helping you maximize your Social Security benefits or aligning your portfolio with your long-term goals, we are dedicated to being your trusted financial partner.

Seminars

At Premier Financial Group LLC, we’re committed to empowering our community with knowledge. That’s why we host free educational seminars designed to help pre- and post-retirees make informed financial decisions.

Why Attend?
  • Gain practical advice from experienced financial advisors.
  • Learn actionable strategies to enhance your retirement plan.
  • Connect with other pre- and post-retirees in your community.