We have been in business since 2009, previously under Farmers Insurance. In early 2016, we decided it would be best for us and our clients to become Hudson Wealth Management, an Independent Retirement Planning and Medicare Solutions focused firm. We are now able to offer our clients among the largest selection of insurance and investment options for those approaching and in retirement of any firm in Northern Michigan.
We are committed not only to helping seniors address their concerns regarding insurance and investments in their retirement, but also those in need in our community. Through a partnership with organizations such as the Alzheimer’s Association and Relay For Life, as well as several other initiatives throughout the year, HudsonHelps is making a difference one senior at a time.
When a customer works with a financial professional, there are usually three parties that come into play: the client, the advisor, and the company.
If you look at this triangle, an advisor that works for one of the big companies in a “career” setting is essentially working for the company. The advisor sells that particular company’s investment or insurance products to the consumer. If a person works for one of these types of firms, it may be difficult to provide the best solution, given the company’s limitations of products and solutions offered.
Oftentimes, a company’s focus is on investments or insurance. Rarely do they put emphasis on both. We believe that both play an important role in a client’s financial plan. Moreover, objective advice on both is important.
This is the reason why our firm is an independent firm. We believe the ability to be more objective and offer our clients a much larger array of financial and insurance solutions outweighs being affiliated with large conglomerate companies. Our office may be a it smaller, but the benefits we can provide are much bigger!
Retirement shouldn’t be a time of confusion and worry, you’ve stressed enough in your life, you should be able to finally relax knowing your finances are handled and you’re covered. We’ll help you get started today with a review in the comfort of your own home.