Contact Us: (517) 515-6000

Serving: Greater Lansing, Brighton, Howell, Hartland, Ann Arbor, Canton, Novi, Livonia, Pinckney, Grand Rapids, Northville, Plymouth, South Lyon

“Helping busy people and small businesses simplify their finances through customized financial planning that utilizes an independent perspective”.

Welcome to our Web site

This site will not only introduce you to our philosophy and services, but it will also offer a wealth of informational materials, articles, newsletters, calculators, and other tools -- all designed to keep you up-to-date on financial issues, strategies, and trends. This informational material is updated frequently, as is our calendar of events, which lists upcoming financial seminars that you may want to attend.

 

Our Goal for Clients
 
  • Help our clients protect and grow their investments
  • Establish a long term financial planning strategy
  • Regularly monitor progress and performance
  • Provide competitive fund management fees
  • Help our clients simplify their financial life

 

 


Brennan Investment Services provides clients with information and understanding to make prudent and informed investment decisions. Providing our clients with the personal financial relationship needed to help meet each client’s unique situation.  Whether you are just starting to save for your future or you are a seasoned investor Brennan Investment Services is here to help with over 25 years of industry experience.

We hope your visit will help you understand the opportunities that are available when you take a proactive approach to your personal financial situation. Brennan Investment Services created this web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning strategies, and wealth management strategies. Most importantly, we hope you see the value of working with skilled professionals to pursue your financial goals. We're here to help inform you about the basic concepts of financial planning, We want to help you learn more about who we are, and to give you fast, easy access to market performance and data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn't want you to miss any developments in the area of personal finance.    

We encourage you to explore our site and the benefits that come with being a client of an independent practice. Our Investment Advisor Representatives are ready to help get you started by providing a complimentary consultation. Simply contact one of our two locations to get started. 

 

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Calculators

Disability Income Insurance

How much Disability Income Insurance do you need?

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

More Calculators →

Newsletters

Favorable Dividend and Capital Gains Tax Rates Extended—for Now

The 2010 Tax Relief Act extended the 15% maximum tax rates on qualified dividends and long-term capital gains through December 31, 2012. But without further legislation, dividends will be taxed at ordinary income tax rates and capital gains tax rates will return to 20% (23.8% for investors in the two highest tax brackets) in 2013.

HOT TOPIC: European News Causes Market Mood Swings

In recent weeks, the yields on Italian bonds spiked to more than 7%, suggesting the sovereign debt crisis was spreading to a much larger economy and eluding the European Union’s efforts to contain it. The U.S. stock and bond markets have responded to the headlines coming out of Europe. This article explores the role of political risk in U.S. financial market volatility.

Growth, Value, or Both

The average annual return for large-cap value stocks was about 2.1% higher than for large-cap growth stocks, yet growth stocks outperformed value stocks in 13 out of 30 years. This article examines the difference between the two approaches and describes why holding both may help investors take advantage of a variety of market conditions.

Is Your Business Ready for a Structure Change

Periodically, business owners may want to reconsider whether their current business structure is meeting the needs of their companies. For business owners seeking to expand their operations and reduce their exposure to risk, a popular entity has been the limited liability company. This article describes some additional benefits associated with LLCs.

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