Dream it, Plan it, Live it

Do retirement your way.

Learn How

Take the First Step Today

Dream It

Schedule a meeting, where you’ll share your goals and dreams, so we fully understand your  vision for retirement.

Plan It

With your goals in mind, our customized planning process will help translate your retirement dreams into clear action steps.

Live It

While you enjoy retirement, we’ll monitor regularly to help ensure your plan stays on track for as long as you live.

annuity-myths (2)

Wondering How to Create Income in Retirement? An Experienced Financial Professional Can Help You Explore Options

Do you believe these 5 annuity myths?
In this guide, we address common misconceptions about annuities to help you decide if an annuity might be right for you, including:

  • Annuities make accessing money impossible.
  • Annuities are too complicated to understand.
  • Savings are enough — why an annuity?

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  • By submitting your personal information, you consent to be contacted by a financial professional regarding your financial strategy for retirement.

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Meet Shawn

Shawn has a passion for retirement planning and investing. His mission is to help provide each of his clients with a targeted financial plan that line up with their individual goals. He and his wife, Lauren have two young children who keep them very active.

Learn More about Shawn
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Listen to us on the Radio!

Retire Right with Shawn Mueller

Air times: WDTK-AM Sat 6-7a and Su 7-8p Starting Feb 4 & 5, 2023

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Check Out Our Full Suite of Services

We’re independent, so we can help you develop your custom financial strategy from a wide array of products, services and approaches. We can help meet your specific financial needs, no matter how close you are to retirement.

Retirement Income Strategies

Wealth Management

Annuities

IRA/401(k) Rollovers

Investments

Asset Protection Strategies

Life Insurance

Tax-Efficient Strategies

IRA Legacy Planning

All investments are subject to risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any statements referring to growing your income are not a guarantee or prediction of future performance. Any references to protection benefits, guarantees or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.

Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.

Insurance products are offered through the insurance business Mueller Retirement Planning. Mueller Retirement Planning is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by Mueller Retirement Planning are not subject to Investment Advisor requirements. AEWM and Mueller Retirement Planning are not affiliated companies.

Attend a Live Event

Ready to take control of your future? Attend one of our informational seminars to learn more about retirement income strategies, wealth management and more.

View All Events
July 13

Smart Tax Retirement

6:00 pm | Mitchell’s Fish Market – Rochester Hills 370 N Adams Rd.
Rochester Hills, MI 48309

Register
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Take the First Step Today

It’s never too early — or too late — to take control of your financial future so you can enjoy life on your terms. Get started today by scheduling a meeting or registering for an upcoming event.

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Attend an Event
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