Services

We serve the retirement needs of individuals, couples, and families who are in retirement, ready to retire, or nearing retirement in the next 10 years. In addition to providing advice and creating a financial plan designed to achieve retirement goals, we also will manage your retirement assets to mitigate risk, manage inflation, and more.

We develop personalized investment solutions based on your income needs, personal goals, and desire for growth. As an independent financial services firm, we have access to a wide-variety of non-proprietary products, such as mutual funds, stocks, bonds, annuities, and managed portfolio solutions.

As a fiduciary, we are ethically and legally obligated to act in your best interest in all situations. We are held to a high standard of care and must avoid, disclose, or mitigate any conflicts of interest that may affect our service to you. In other words, you come first in all situations.

Are you getting closer to retirement and unsure of what to do? Wondering if you’ll have enough to retire, or maybe how to make the most of your estimated Social Security benefit?

Retirement is the start of a bold, exciting journey, but it’s not without its challenges. That’s why we’re here to help take the stress out of retirement planning, and provide the services you need to make the most of your retirement years.

Are you getting closer to retirement and unsure of what to do? Wondering if you’ll have enough to retire, or maybe how to make the most of your estimated Social Security benefit?

Retirement is the start of a bold, exciting journey, but it’s not without its challenges. That’s why we’re here to help take the stress out of retirement planning, and provide the services you need to make the most of your retirement years.

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Our Services

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Retirement Planning

Employer-sponsored plans (401(k), 403(b), etc.)

Traditional and Roth IRAs

Personal Financial Planning

College Savings

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Brokerage Accounts

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Insurance Review

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Annuities

What will your retirement look like?

Find Out Today

368 South Park Street Mason, Michigan 48854 | 517-244-4410 | Email Us

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Dart Investment Centers are not affiliated. This communication is strictly intended for individuals residing in the states of AL, AK, FL, GA, IL, IN, MD, MI, NM, NC, and OH. No offers may be made or accepted from any resident outside the specific states referenced. Cambridge does not offer tax or legal advice. Investment services are not FDIC insured, not bank guaranteed, and may lose value.

Cambridge’s Form CRS (Customer Relationship Summary)

The information being provided is strictly as a courtesy. When you link to any of these websites provided herein, Dart Investment Centers makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information, and programs made available through this site.

Dart Investment Center