MWI AGENCY
COMPLETE INSURANCE SOLUTIONS
MWI AGENCY
COMPLETE INSURANCE SOLUTIONS
COMPLETE INSURANCE SOLUTIONS
COMPLETE INSURANCE SOLUTIONS
Choose a convenient time on our online calendar for a short retirement readiness call. We will confirm what you want your money to do, review income needs, and outline next steps. Many clients in Detroit, Ann Arbor, Los Angeles, and Orange County book a quick call to get clarity before they make any changes.
We serve clients virtually and in person where available. Licenses are active in California, Michigan, Florida, Nevada, Ohio, and Washington. Mike is based in Michigan and Shelley supports California, with referrals often extending into nearby communities like Birmingham, Grosse Pointe, Pasadena, and Irvine. If you live elsewhere, we can discuss licensing as needed.
The first call is complimentary and focused on your priorities. Bring recent statements if available, or just a list of questions. We review timing, taxes, and coverage, then map a simple action plan. If you want a deeper dive, we can schedule a working session that includes a closer look at retirement planning services and coordination with your CPA or attorney.
Your message goes to the MWI Agency team so we can respond quickly. If you prefer to review services first, visit learn more about MWI and explore insurance solutions that fit your situation in Michigan, California, Florida, Ohio, Nevada, or Washington.
Have a general idea of income needs, accounts, and timelines. We will guide the rest.
No. We work with clients across the country by phone or Zoom with the same level of service.
We try to accommodate evenings or weekends when schedules require it.
