Modern District Financial
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      • Shannon Nelson
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Financial Planning

Let's protect your financial future. Speak with our financial experts about available solutions for savings, retirement, investments and more.

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What is a Financial Planner?

A financial planner or personal financial planner is a professional who prepares financial plans for people. These financial plans often cover cash flow management, retirement planning, investment planning, financial risk management, insurance planning, tax planning, estate planning and business succession planning for business owners.

Financial Products

Here are a few of the financial products we assist clients with:
  • Annuities - Fixed Annuities, Fixed Index Annuities, Income Annuities, Annuity Living Benefits
  • IRAs - Rollover IRAs, Traditional IRAs, Roth IRAs, IRAs for Spouses, SEP IRAs, SIMPLE IRAs
  • Life Insurance - Term Life Insurance, Universal Life Insurance, Indexed Universal Life Insurance, Variable Universal Life Insurance, Survivorship Life
  • Workplace Retirement Plans - 401k Plans, 401a Plans, 403b Plans, 457 Plans, SEP IRAs, SIMPLE IRAs
  • College Savings Plans - 529 Plans, Coverdell Education Savings Plans, UGMA and UTMA Custodial Accounts
  • Employee Benefits Plans - Critical Illness, Accident Insurance, Group Life Insurance, Group Disability Insurance.

You may or may not qualify for all or any of the options above. The best way to find out your best options is to schedule a free consultation with our financial specialists today.
(231) 421-8331​
2062 N US-31,
​Traverse City, MI 49686​
Click Here to Email Us
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Modern District Financial

Traverse City Office
2062 N US-31,
​Traverse City, MI 49686
(231) 421-8331
Click Here to Email Us
Grand Rapids Office
3351 Eagle Run Drive,
Grand Rapids, MI 49525​
(231) 421-8331
Click Here to Email Us
Midland Office
6021 Eastman Ave
Midland, MI
(231) 421-8331
Click Here to Email Us
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​Securities offered through The Leader's Group, Inc. Member FINRA / SIPC
26 W. Dry Creek Circle Suite 800 Littleton, CO  80120  ​(303) 797-9080
Modern District Financial is not affiliated with The Leader's Group, Inc.
  • Home
  • Quotes
    • Medicare Advantage Plan Quote
    • Medicare Supplement Coverage Quote
    • Annuity Quotes
    • Life Insurance Quote
    • Long Term Care Insurance Quote
    • Final Expense Insurance Quote
    • 401k Rollover Quote
    • Dental Insurance Quote
  • Service
    • Update Contact Info
    • Online Documents
    • Free Consultation
  • Insurance
    • Medicare Supplement Coverage
    • Medicare Advantage Plans
    • Annuities
    • Life Insurance
    • Long Term Care Insurance
    • Final Expense Insurance
    • Financial Planning
    • 401k Rollover
    • Dental Insurance
  • About
    • Meet Our Team
    • Bios >
      • Shannon Nelson
      • Ryan Kashmerick
      • Kelly Bandly
      • John Blanck
      • Larry Winslow
      • David Teesdale
      • Richard Wells
      • Daniel Grix
      • John Paul Westbrook
    • Client Testimonials
    • Refer a Friend
    • Careers
    • M's Reward Program
    • Insurance Carriers
    • Agency Photo Gallery
    • News
    • Blog
  • Contact