Carroll Retirement Plans and Investments

School, State, Municipal Employees

If your retirement plan falls within the ORS of Michigan, we can provide you with an individual plan. ORS of Michigan covers MPSERS (Schools), MERS (Municipal), SERS (State), SPRS (State Police), and JRS (Judges). Each plan has its own design and we are able to walk you through each.

Services

MPSERS/SERS/MERS/JERS Retirement Analysis

Which retirement option should you choose?
Should you buy years?
When can I retire?
What do your retirement income goals need to be?

Non-Profit Retirement Savings Tax Codes

403(b)
457
403(b) Employer Plans

We will help each individual determine which tax code best serves their unique retirement situations and goals.

Products

Mutual Funds
Annuities
Life Insurance
Long-Term Care Insurance
529 College Savings Plans

We continuously search for the best investment & insurance products available for our clients in an ongoing effort to best serve them.

Carroll Retirement Plans & Investments
132 W. Harris St. Cadillac, MI. 49601
231-876-0302 Phone
231-876-0848 Fax
pcarroll@cfiemail.com

Securities offered through Centaurus Financial, Inc. a registered broker/dealer and member of FINRA & SIPC. Supervisory office: 801 Sycolin Rd. SE, Suite 302, Leesburg, VA 20175, 800-699-0299.

This is not an offer to sell securities, which may be done after proper delivery of a prospectus and client suitability has been reviewed and determined. Information relating to securities is intended for use by individuals residing in Michigan & Indiana.