Evan Belland, Financial Advisor

Evan Belland, Financial Advisor Financial advisor focused on comprehensive retirement planning. Passionate about helping you secure your future. Here to share insights and tips.

Feel free to reach out—let's plan your dream retirement together! As a financial advisor I provide customized financial planning and risk management services to help individuals, families, and businesses achieve their financial goals. I offer tailored strategies to help clients maximize their retirement income and minimize their tax liabilities. Whether you're just starting to save for retirement

or are nearing the end of your career, I can help you develop a comprehensive financial plan that aligns with your needs and objectives.

Attention Estate Executors: Do you know about the Alternate Valuation Date?
06/18/2025

Attention Estate Executors: Do you know about the Alternate Valuation Date?

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date.

Assets minus liabilities = net worth. When was the last time you calculated yours?
06/11/2025

Assets minus liabilities = net worth. When was the last time you calculated yours?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

When giving to charity, some make cash donations. Others want a more sophisticated strategy.
06/04/2025

When giving to charity, some make cash donations. Others want a more sophisticated strategy.

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

If you’re 65 or older, you may need to enroll in Medicare. We’ll help you sort through the basics to determine if you qu...
05/28/2025

If you’re 65 or older, you may need to enroll in Medicare. We’ll help you sort through the basics to determine if you qualify. Read more here:

65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.

What would happen to your loved ones if you were gone? Make financial preparations today.
05/21/2025

What would happen to your loved ones if you were gone? Make financial preparations today.

Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.

📢 What happens to your 529 account if your kids don't go to college? 🎓 With rising college costs and changing job market...
05/14/2025

📢 What happens to your 529 account if your kids don't go to college? 🎓 With rising college costs and changing job markets, more students are considering alternatives to traditional four-year colleges.

Rising college costs prompt students to seek alternatives; 529 account funds can be used for other education options.

It can be difficult to know what to ask when you’re new to Medicare. We have a handy list of questions—and answers—to he...
05/07/2025

It can be difficult to know what to ask when you’re new to Medicare. We have a handy list of questions—and answers—to help you get started. Learn more here:

Take the guesswork out of your IEP or SEP with this helpful article.

Learn about Medicare Advantage and the choices it offers you for health care coverage, prescription drugs, and more.
04/30/2025

Learn about Medicare Advantage and the choices it offers you for health care coverage, prescription drugs, and more.

Overview of Medicare Advantage, what’s in them, special rules, and more.

Developing a retirement strategy? It's critical to know the differences between investment types.
04/23/2025

Developing a retirement strategy? It's critical to know the differences between investment types.

One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.

Are you planning to work after taking Social Security benefits? Know the rules.
04/16/2025

Are you planning to work after taking Social Security benefits? Know the rules.

Knowing the rules may help you decide when to start benefits.

Where there's a will there's a way. Don't leave your estate unattended—update your documents.
04/09/2025

Where there's a will there's a way. Don't leave your estate unattended—update your documents.

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

Saving for college doesn’t have to be as complicated as college itself.
04/02/2025

Saving for college doesn’t have to be as complicated as college itself.

Here's a crash course on saving for college.

Address

201 W Big Beaver Road Suite 300
Troy, MI
48084

Opening Hours

Monday 8am - 6pm
Tuesday 8am - 6pm
Wednesday 8am - 6pm
Thursday 8am - 6pm
Friday 8am - 6pm

Telephone

+12486412616

Website

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