Our Sponsors
UMRA is grateful for the support of our sponsors, whose contributions help us provide educational programs and community events.
Sponsorship does not constitute an endorsement or recommendation by UMRA of the sponsor’s products, services, business practices, or expressed views. UMRA does not independently verify or monitor the activities of its sponsors.
If you are interested in becoming a sponsor, please send an email to: [email protected]
Bank of Ann Arbor – Lucas Domitrovich
125 S. Fifth Ave., Ann Arbor, MI 48104
(734) 662-1600 www.BankofAnnArbor.com
Ann Arbor’s leading community bank offering all banking services including trust and wealth management.
Beau Knows MI Homes – Beau La Fleur
912 N Main St Suite 200, Ann Arbor, MI 48104
(734) 368-5667 @properties REMI | Christie’s Intl’l Real Estate
https://bkmihomes.com/
Beau Knows MI Homes is a company that takes pride in making sure our clients are taken care of through every step of the process. We make sure to over communicate with our clients so we can try and minimize surprises. We work throughout the state of Michigan buying, selling, and investing in everything from land to lake houses, single family homes to apartment complexes.
Brookdale Senior Living
Brookdale Ann Arbor-Assisted Living & Memory Care – Jena Wisely
2190 Ann Arbor-Saline Rd. (734) 327-1350
Brookdale W Eisenhower Pkwy – All Memory Care – Lorrie Kecskes
750 W. Eisenhower Parkway (734) 213-1708
Brookdale provides exceptional Independent Living, Assisted Living and Alzheimer’s/Dementia Care. Whether you need just a little bit of extra help with daily tasks like dressing, managing medications or hygiene, or you or your loved one are living with cognitive difficulties, we can help.
Brookhaven Manor – Crisandra Walden
401 Oakbrook Dr., Ann Arbor, MI 48103
(734) 747-8800 www.BrookhavenManorApartments.com
Brookhaven Manor is a senior independent community with spacious one- or two-bedroom apartments where you will find neighbors enjoying a relaxed, yet active, lifestyle. You will enjoy a host of services and amenities designed to enrich your life.
Care Management by Natalie – Sarah Camp
2840 Lillian Rd, Ann Arbor, Mi 48103
(734) 224-4144 caremanagementbynatalie.com
Care Management by Natalie is dedicated to providing comprehensive and compassionate care management services tailored to the unique needs of elderly clients and their families. Our experienced team, consisting of nurses, social workers, aging specialists, and dietitians, works closely with clients to create stability for in home and medical needs, promote social engagement, and develop proactive plans for the future. We honor our clients’ wishes and support them with respect and empathy, ensuring they face the challenges of aging with dignity and confidence.
Casatech LLC – Micah Warschausky
1926 Brock Ct., Ann Arbor, MI 48104
Casatech is a computer and network support company serving Ann Arbor clients on-site and all other clients, remotely. Micah (2015 U-M alum) and his team will tame and demystify issues with your computer, phone, WiFi, and printer.
Collier Financial – Caleb Collier
315 E. Eisenhower Pkwy Suite 303, Ann Arbor, MI 48108
(734) 389-7575 www.collierfinancial.com
Since 1990, Collier Financial has helped thousands of families in the Midwest to and through confident retirements. As independent advisors with the fiduciary standard, we design and implement customized retirement and investment solutions that put our clients’ interests first.
Fidelity Investments – Peggy-Sue McNier
500 E. Eisenhower Pkwy., Suite 200, Ann Arbor, MI 48108
(734) 662-2113 ext. 78265 www.fidelity.com
Whatever your destination, Fidelity has the people, guidance, and investments to help you find your way.
Horizons Planning Corporation – Scott Wiard, Michael Wiard, Mark Adams
250 W. Eisenhower Pkwy., Suite 140, Ann Arbor, MI 48103
(734) 761-3155 HorizonsPlanning.com
With over 50 years in business, Horizons offers their clients independent fee-based advice on Retirement, Investments, Taxes & Insurance.
Imber Wealth Advisors – Jon Imber
955 W. Eisenhower Circle, Suite A, Ann Arbor, MI 48103
(734) 769-1719 www.imberwealth.com
At Imber Wealth Advisors, we help good people make great decisions so they can enjoy an amazing retirement. As fiduciaries, our process starts with understanding your goals, objectives, and priorities for retirement. We can help you establish a written retirement plan focused on retirement income planning, investment strategies, wealth management, tax planning and legacy and estate planning.
Legacy Law Center – Terrence A. Bertram
2950 South State St., Suite 300, Ann Arbor, MI 48104
(734) 995-2383 www.elderlawannarbor.com
Legacy Law Center, advisers for your life-planning needs, estate planning, elder law, and probate.
LifeChoices® – Julie Craft
400 West Russell Street, Saline, MI 48176
A membership program for those ages 50+ who are looking to plan and invest in their future long-term care needs. LifeChoices® empowers independence and provides peace of mind while members remain in their own home. Offering wellness perks immediately when joining such as home maintenance services, housekeeping, personal training, and massage therapy. When the need for care arises, our comprehensive team steps in, coordinating and providing that care without the burden of high out of pocket expenses—simply covered by your membership.
Retirement Income Solutions – Megan Flynn and Evan LeRoy
2301 Platt Rd., Suite 300, Ann Arbor, MI 48104
(734) 769-7727 www.risadvisory.com
Retirement Income Solutions is a locally owned and independent financial advisory firm that specializes in the active management of TIAA and Fidelity accounts, along with other assets.
Silver Maples Retirement Neighborhood – Christina Kim & Suzy Stacey
100 Silver Maples Dr., Chelsea, MI 48118
(734) 475-4111 www.silvermaples.org
Silver Maples of Chelsea is a senior living neighborhood that offers independent living, assisted living and short-term respite stays.
TIAA – Jake Sawyer, Mark Westermeier & Theresa Serafimovski
777 East Eisenhower Parkway, Suite 100, Ann Arbor, MI 48108
Two Bird Wealth Strategies – Phillip Hollander
5263 Plymouth Rd., Ann Arbor, MI 48105
(734) 544-5050 twobirdwealth.com
Organize. Simplify. Plan. Our mission is to inspire our clients to lead more balanced, organized and simplified financial lives so they can spend time on those things in life that cannot be delegated. We do this through comprehensive financial planning and the ability to help proactively manage the Fidelity and TIAA accounts as well as outside assets.
University of Michigan Credit Union – Mark Munzenberger
340 E. Huron St., Suite 100, Ann Arbor, MI 48104-1909
UMCU is a member-owned, not-for-profit cooperative serving the financial needs of its members and the community.