Our Sponsors

The University of Michigan Retirees Association thanks our generous sponsors whose invaluable support supplements our programs and services for all retirees.

Please show your support by contacting their businesses and supporting them in return.

If you are interested in becoming a sponsor, please send an email to: umra@umich.edu

Close up of people in a circle holding hands

Alzheimer’s Association Michigan Chapter – Sue Prynn & Michelle Phelan

25200 Telegraph Rd #100, Southfield, MI 48034 (Chapter Headquarters)

(734) 548-9085 or (734) 212-5430 or (800) 272-3900  www.alz.org/gmc

The Alzheimer’s Association Michigan Chapter is the premier source of information and support for Michigan residents living with dementia and their families and caregivers. The Alzheimer’s Association offers a broad range of free programs and services, funding for Alzheimer’s and dementia research, and advocacy efforts on behalf of Michiganders

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

2144 South State St, Ann Arbor, MI 48104

(734) 368-5667 Keller Williams Ann Arbor  beauknowsMIhomes.kw.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.

Brookhaven Manor – Summer Burgess

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.

Collier Financial – Caleb Collier

315 E. Eisenhower Pkwy Suite 303, Ann Arbor, MI 48108

(734) 389-7575      http://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.

EHM Senior Solutions – Nicole Boyer

400 West Russell Street, Saline, MI 48176

(734) 679-0533  www.EHMSolutions.org

At EHM Senior Solutions, our core purpose is to be a faith-based organization, called to provide quality care with compassion to our residents and clients we serve.

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) 751-3155   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.

Parros Financial Group LLC – Timothy Parros

1310 South Main Street, Suite 13, Ann Arbor, MI 48104

888-590-3668 www.parrosfinancialgroup.com

What distinguishes our service is our personal emphasis, built around you, your goals, your time frame and your tolerance for risk. We can actively manage your TIAA and Fidelity accounts and offer many other services. We use Interactive Retirement Planning and Tax-Efficient Strategies to show you how to save money. We also stress Social Security Optimization showing you how to maximize your Social Security income. We present the options; you make the choices.

PROVIZR – David Fransko, Alan Brilliant & Cassandra Malmquist

777 E. Eisenhower Pkwy., Suite 742, Ann Arbor, MI 48108

(734) 864-4500   www.Provizr.com

With so many investment choices available, University employees are confused about which investments to choose. Provizr provides hands on professional management of your university retirement account, so you can end confusion, have confidence in your portfolio, and a solid plan for the future.

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.

RFC Financial Planners – Matthew Bowden

5263 Plymouth Rd., Ann Arbor, MI 48105

(734) 272-4224  www.rfcplan.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.

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.

StoryPoint – Lisa Cervi & Catherine Mitchell

6230 S. State St., Saline, MI 48176

(734) 944-6600   www.StoryPoint.com

StoryPoint is a senior residential living community offering the latest in Independent Living, Enhanced Living, Assisted Living and Memory Care.

TIAA – Eric Roberts, Evan Ho & Theresa Serafimovski

777 East Eisenhower Parkway, Suite 100, Ann Arbor, MI 48108

(866) 842-2949  locations.tiaa.org/mi/ann-arbor/777-east-eisenhower-parkway

University of Michigan Credit Union – Mark Munzenberger

340 E. Huron St., Suite 100, Ann Arbor, MI 48104-1909

(734) 662-8200   www.umcu.org

UMCU is a member-owned, not-for-profit cooperative serving the financial needs of its members and the community.