Contact Us: (517) 515-6000

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

Two Locations to serve you best:

Brighton Office: 1127 South Old US Hwy 23 Brighton, MI 48114

Fenton Office: 13275 Old Oaks Dr. Fenton, MI 48430

 

“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

Personal Inflation Rate

Is your personal inflation rate higher or lower than the CPI?

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Car Affordability

How much can you afford to pay for a car?

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

More Calculators →

Newsletters

There’s Still Time to Catch Up

Worker confidence in affording a comfortable retirement fell to a record low in 2011, but investors aged 50 and older may be able to make up for lost time by maximizing contributions to retirement plans and taking advantage of catch-up contribution limits. The accompanying chart shows the potential difference in accumulation by taking advantage of catch-up contributions.

Using a Variable Annuity for Guaranteed Income

One recommendation from the White House Task Force on Middle Class Working Families was for retirees to consider purchasing annuities to help provide a stable income. Investors who want their retirement portfolios to go the distance might want to learn more about variable annuities.

Are Consumers Holding the Keys to a Better Economy?

Consumer spending still accounts for about 70% of gross domestic product, but some government statistics suggest that consumers may have reduced spending drastically in recent years, especially on discretionary items. High unemployment, household debt, and a general lack of confidence can affect consumers' ability and willingness to spend.

HOT TOPIC: American Manufacturing: Rebound or Renaissance?

During the last decade, U.S. manufacturing lost millions of jobs to foreign competition. The sector appears to be coming back strong, adding almost half a million jobs since 2010 as productivity rises. This article examines the conditions that originally caused the exodus of U.S. industrial production and those that may bode well for its future.

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