WANT TO MAKE SMARTER DECISIONS WITH YOUR MONEY?

Welcome to Money Evolution

"My sole focus is on one thing… to help you GET MORE OUT OF YOUR FINANCIAL RESOURCES and bring you closer to your most important goals and dreams.

- Bill Lethemon

Here's How We Can Help

Should I Buy An Annuity?

The Good, the Bad, and the Ugly.
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Real Estate as an Investment

Where Real Estate fits into your Long Term Financial Plan.
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Evaluating Your Pension

Lump Sum vs. Monthly Pension.
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Insurance

Protect Wealth and Your Family's Financial Security.
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Unlocking Your 401k

Strategies to get more from your 401k.
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Retirement Healthcare/Medicare

Navigating Medicare and Healthcare Costs in Retirement.
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Budgeting/Personal Finance

Build a Budget that Works for You.
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Pay Off Debt

Free Yourself from Debt and Build Wealth.
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Tax Strategies for Investors

Keep More of Your Money.
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Buying a Car

Guide to Making Smart Car Purchase Decisions.
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College Planning

Plan for College Without Sacrificing Your Retirement.
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Estate Planning

Strategies to Protect and Distribute Your Wealth.
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Social Security

Timing and Strategies for Maximum Income.
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Smart Home Buying

Buy with Confidence and Avoid Costly Mistakes.
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Retirement Withdrawal Strategy

Retire with Confidence: Build Your Plan for Income.
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Roth Conversions

Power of Roth Conversions for your Retirement Tax Strategy.
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I UNDERSTAND

How Hard It Can Be to Find Answers

to Your Most Important Financial Questions.

In Fact, I Hear This Story Almost Every Day...

You schedule an appointment with a financial advisor, maybe even someone that was referred to you by a friend, colleague or family member, and when you meet with them, the conversation very quickly turns to how they can help you manage your portfolio. We manage portfolios too, but I believe that everyone should have a financial plan first.

With all of the big questions and decisions figured out before we start talking about how we’re going to manage your money.

That's Why I Created Money Evolution.

To help you plan for your retirement, wherever you decide to keep and invest your money. Whether or not we ever meet, I think you’ll find value in some of my videos and educational content here on this website and on my social media pages.

Check Out Our YouTube Channel:

Financial Education, Retirement Planning, Investing, Tax Strategies and more!

Some of Our Most Popular Videos:

FINANCIAL PLANNING AND EDUCATION

Through All Phases of Life

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Tracking: 460057-1: Copyright Money Evolution – 2024 – All Rights Reserved Financial Planning Services offered through Money Evolution LLC, a Michigan Based Registered Investment Advisor and separate entity from LPL. Investment management associated with this site may only discuss and/or transact securities business with residents of the following states: Securities: AR, AZ, CA, CO, CT, DE, FL, GA, IL, IN, KY, MA, MD, MI, MS, NC, OH, SC, TX, VA, WA, WI Insurance: FL, MA, MI, TX and WA. Securities and advisory services offered through LPL Financial, a registered investment advisor Member FINRA & SIPC Check the background of investment professional associated with this site on FINRA Brokercheck

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