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Traverse City's Trusted Advisors

Your Future Deserves
a Plan That Feels
Like Home

Pension planning and retirement guidance rooted in the heart of Northern Michigan. We help you build a financial future as solid and beautiful as the landscape you love.

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25+ Years of Service
500+ Families Served
100% Commitment
Scenic view of Traverse City lakeshore at golden hour
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What We Do

Comprehensive Pension &
Retirement Services

From understanding your pension benefits to crafting a retirement strategy that fits your life, we offer the full spectrum of financial guidance you need.

Pension Benefit Analysis

We help you understand every detail of your pension plan — from vesting schedules to payout options — so you can make informed decisions with confidence.

Retirement Planning

Build a retirement roadmap that reflects your dreams and your numbers. We create strategies tailored to your timeline, goals, and risk tolerance.

Social Security Strategy

Timing matters. We analyze your unique situation to determine the optimal strategy for claiming Social Security benefits and maximizing your income.

Investment Advisory

Grow and protect your wealth with thoughtful investment guidance. We focus on long-term stability and alignment with your retirement vision.

Tax Planning

Minimize your tax burden in retirement with proactive planning. We coordinate with your tax professionals to keep more of what you've earned.

Estate & Legacy Planning

Protect what matters most. We help you structure your estate plan so your legacy passes to the next generation exactly as you intend.

Professional office setting in Traverse City
Beautiful Northern Michigan forest landscape
25+ Years Serving
Traverse City
About Us

Rooted in Traverse City,
Committed to You

Pippin & Associates Pension Advisors was founded on a simple belief: everyone deserves clear, honest guidance when it comes to their retirement. Based in the heart of Traverse City, we've spent over two decades helping individuals and families navigate the complexities of pension benefits, retirement planning, and wealth management.

We're not a large firm that treats you like a number. We know our clients by name, understand their stories, and take the time to build relationships that last well beyond a single consultation. When you work with us, you're working with people who genuinely care about your future.

Integrity First Honest advice, always in your best interest
Personal Attention Customized strategies for your unique situation
Local Expertise Deep understanding of Northern Michigan life
Why Choose Us

The Pippin Difference

What sets us apart isn't just what we do — it's how we do it. Every client receives the same level of care and attention we'd give our own families.

01

One-on-One Consultations

Every session is private and focused entirely on your needs. No rushed meetings, no generic advice — just thoughtful guidance tailored to your situation.

02

Transparent Fee Structure

We believe in clear, upfront pricing. You'll always know exactly what our services cost and what to expect — no surprises, no hidden charges.

03

Continued Support

Our relationship doesn't end after your plan is set. We provide ongoing monitoring and adjustments as your life and circumstances evolve.

04

Community Connected

As a Traverse City institution, we're active in our community and understand the unique financial considerations of living in Northern Michigan.

Beautiful Traverse City sunset over Grand Traverse Bay
Charming downtown Traverse City street scene
Client Stories

What Our Clients Say

The trust our clients place in us is our greatest achievement. Here's what some have shared about their experience.

"

Working with Pippin & Associates gave me the confidence I needed to retire with peace of mind. They took the time to explain everything in a way I could understand, and I never felt pressured. Truly a team that cares.

Robert M. Traverse City, MI
"

After my husband passed, I was overwhelmed by all the pension and benefit decisions I had to make. The team at Pippin & Associates walked me through every option patiently. I felt supported throughout the entire process.

Patricia L. Traverse City, MI
"

I was skeptical about retirement planning — I thought it was only for people with large portfolios. Pippin & Associates proved me wrong. They created a realistic, achievable plan for my situation that I can actually follow.

David K. Traverse City, MI
Take the First Step

Ready to Build Your Retirement Plan?

Whether you're years away from retirement or preparing for the transition, we're here to help. Schedule a complimentary consultation and discover how we can work together to secure your future.

Call 231-943-1650 Send a Message
Get in Touch

We'd Love to
Hear From You

Have questions about our services? Want to schedule a consultation? Reach out anytime — we're here to help.

Office Address 870 E Eighth St #201
Traverse City, MI 49686
Phone 231-943-1650
Email pippinpensions@centurytel.net
Office Hours Monday – Friday: 9:00 AM – 5:00 PM
Saturday – Sunday: By Appointment

Send Us a Message

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Thank you for reaching out. We'll get back to you within 1–2 business days.

Aerial view of Traverse City, Michigan
Our Location

Visit Us in Downtown Traverse City

Conveniently located on East Eighth Street in the heart of Traverse City, our office is easily accessible with ample parking available.

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