Financial Advisors in Battle Creek, Michigan (Calhoun County)

As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what you’re working toward before you invest your money. It's also important to understand the level of risk you're comfortable accepting when investing so we can balance it with the steps necessary to reach your long-term goals.

Whether you're planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals. We can also monitor your progress to help make sure you stay on track or determine if any adjustments need to be made. Throughout it all, we're dedicated to providing you top-notch client service.

But we're not alone. Thousands of people and advanced technology support our office so we can help ensure you receive the most current and comprehensive guidance. In addition, we welcome the opportunity to work with your attorney, accountant and other trusted professionals to deliver a comprehensive strategy that leverages everyone's expertise. Working together, we can help you develop a complete, tailored strategy to help you achieve your financial goals.... See More

Sophit Lee, CFP
We are a Registered Investment Advisor firm in the States of Michigan and California. Our primary goal is to assist you in your efforts to attain your major life goals and aspirations. We do this by taking a proactive, integrative and individualized approach to planning and implementation. We work collaboratively with you to develop strategies, create and maintain wealth, reduce financial risk, and balance financial decisions, life choices and personal values.
Our philosophy is to focus first on you and your overall best interests. We are committed to offering objective advice, quality portfolio management and financial planning services, while minimizing possible conflicts of interest. We will always offer candid reviews and assessments of your current financial situation, and discuss with you the potential solutions and pitfalls. When you work with us, we will be your advisor, as well as your advocate. You can also be assured that we will uphold our fiduciary responsibility to you. ... See More

Richard Feight, CFP, EA
IAM Financial is a low cost, fee-only financial planning and investment management firm dedicated to helping clients organize their finances so that they can retire on time. We do this by helping clients use simple, fundamental planning strategies such as: * Paying Yourself First * Living Debt/Stress Free * Plan to Succeed ...and investment strategies such as: * Low Expense Investing * Tax Conscious Investing * Reducing Volatility (Asset Allocation)... See More

Our mission is to always be on our client’s side; to be your advocate, your fiduciary, to represent your interests and dreams—not a salesperson for products and providers—so that you can pursue those interests and dreams knowing you have an uncompromising, reliable partner.

We pride ourselves on offering holistic planning services, covering all dimensions of your financial well-being, including:
• Retirement Planning
• Estate Planning
• Tax Strategies
• Education Funding
• Cash Flow Management
• Social Security Maximization... See More

I specialize In working with sales professionals and other high-earners with variable incomes. My practice is tailored to your unique needs and focuses on two essential themes.

#1 - Maximize investment performance with low costs in a way that aligns with your values and beliefs.
#2 - Develop a strategic financial plan focusing on financial and tax efficiency.

I provide tangible benefits in the following situations or services to make my clients' lives easier:
- Retirement Planning, including 401(k) Rollovers, IRAs, Pension guidance, and Social Security planning.
- Investment Management, including Cash Management, Portfolio Construction, and Diversification using Mutual Funds, Exchange-Traded Funds, Stocks, Bonds, Separate Account Managers, and Alternative Investments.
- Assisting with life-changing circumstances such as retirement or retirement planning, new marriage, college savings for children, and inheritance and settlement management.

Sales professionals work hard for their money, often without a clear plan. Through strategic financial and tax planning, I empower you to take control of your financial future, making informed decisions that can leverage compounding interest to your advantage. This allows your money to start working for you and gives you the power to reclaim your time.... See More

I am proud to be a fee-only fiduciary financial planner working with Doctors, Advanced Practice Providers, and Nurses. I assist healthcare professionals eager to set themselves up for a successful financial future. As a fiduciary on your team, I can help you organize your financial life, assess what goals you want to accomplish, and then support you in implementing a financial plan to reach those goals. Financial terminology can be confusing just as medical terminology is for patients. As your financial planner, I will simplify confusing financial terminology to help you become a competent & confident investor.

I believe in controlling what you can control and not wasting brainpower over what you can’t. I focus on Vanguard’s Advisor Alpha methodology which includes these value-add best practices in wealth management.

-Suitable asset allocation using broadly diversified funds/ETFs
-Rebalancing
-Asset Location
-Total return versus income investing
-Cost-effective implementation (expense ratios)
-Behavioral coaching
-Spending Strategy (withdrawal order)

Healthcare professionals work long shifts, weekends, and holidays caring for other people’s families — which sacrifices time away from their families. My goal is to help the helpers. With financial and tax planning, I help you implement strategic decisions and use compounding interest to your advantage. This allows your money to start working for you and the ability to reclaim back your time. Money and time are essentially the same thing.... See More

My duties as an Adviser include overseeing the financial affairs of my clients which include both individuals and families, as well as corporations and non-profit organizations. My practice centrally focuses on 2 important themes:

#1 - Invest with low costs to maximize performance.
#2 - Invest according to your values, supporting companies and ideas that you believe in.

Here are the situations or services where I try to make my client's lives easier:
* Retirement Planning including: 401(k) Rollovers, IRA's, Pension guidance, and Social Security planning.
* Investment Management including: Cash Management, Portfolio Construction, and Diversification utilizing: Mutual Funds, Exchange Traded Funds, Stocks, Bonds, Separate Account Managers, and Alternative Investments.
* During life changing circumstances such as: retirement or planning for retirement, new marriage, divorce, college savings for children, inheritance and/or settlement management, or selling your business.

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Ronald Van Surksum, CFP
Our Mission is to help you Plan for your goals, Manage your resources and investments and Maximize your financial potential. We are an independent, fee-only financial planning and registered investment advisory firm based in the greater Grand Rapids, Michigan area. We are:
1) Independent - we work for you, not for Wall Street. We provide recommendations without pressure to promote specific products.
2) Comprehensive - our philosophy is that financial success requires attention to not only investments but also identifying goals, budgeting, tax planning, debt management, insurance, estate planning and ongoing monitoring.
3) Fee-Only - we do not accept commissions or referral fees for selling products. Instead, we provide objective advice for a reasonable fee paid directly by our clients.
4) Experienced - we have been helping clients achieve their financial goals since 1997. We help you spend less, save more, invest smarter, reduce stress, protect assets, manage debt, minimize taxes, avoid costly mistakes, and create a financial plan to make the most of your financial potential.... See More

Todd Kephart, CFP, MBA
RIS's eight advisors have over 120 combined years of investment and planning experience and we now manage over $1.5 Billion for more than 1,100 clients, half of whom work at the University of Michigan or Eastern Michigan where we have the ability to directly manage TIAA-CREF and Fidelity assets. The other half of our clientele are from all walks of life. The typical investor we see is someone who is looking for a trusted fee-only advisor to serve as a quarterback of their financial affairs. We manage 401k and 403b plans, IRAs, trusts, and after-tax assets using a proactive approach. We do not feel buying and holding is likely to be a winning strategy in the decade to come. ... See More

Elizabeth Baer, BA, CFP
Independent Registered Investment Advisory firm serving clients throughout Michigan with offices in Lansing, Ann Arbor, Cheboygan and Traverse City. Two CFP Professionals with expertise in every 'age' of financial circumstances providing hourly consultation services and long term asset management services.
With a fiduciary standard of service, we help you make more efficient and effective use of your assets, reduce unnecessary expenses, streamline your cash flow and simplify your accounts. Using no-load financial products including mutual funds and insurance products (when absolutely necessary) we guide you to appropriate investment choices for your retirement and other investment accounts.
Whether you're looking for an hour of advice, a comprehensive financial plan or an ongoing relationship with a financial advisor, let's see if the services we provide are a good fit your needs. There's no charge for the initial 'get-acquainted' meeting.... See More

Laurie Stegenga, AIF, CFP, CPA/PFS
Foresight Capital Management Advisors is an independent fee-only registered investment advisory firm that focuses on individual wealth management, corporate 401(k), and 403(b) retirement plan services. Our team, of experienced financial advisors, is committed to understanding your unique life goals to develop a comprehensive wealth management or targeted strategy that will encompass all aspects of financial situations you request. Tax planning is essential to wise investment strategies, our CPA /PFS provides continuous tax monitoring for our clients. We offer a state-of-the-art retirement plan service to your company that is managed by an Accredited Investment FiduciaryTM who has been certified by the Center for Fiduciary Studies, which is associated with the University of Pittsburgh. The AIF® holds the mission of promoting global fiduciary standards of excellence and works in conjunction with the CEFEX organization to provide the ISO 9000 standards, for Investment Stewards, Investment Advisors, and Investment Managers of companies and organizations.
Foresight Capital Management Advisors (FCM Advisors) professionals have been offering financial services for over 40 years. Our team, of advisors, has professional designations including CPA, PFS, CFP®, CFA, AIF®, and JD. FCM Advisors offer a wealth of services to individuals, businesses, and organizations covering investment strategies, financial planning, retirement plan services, estate planning, business succession planning, and family office planning and duties. Our services are fee-only advising and full-disclosure fee reporting.
The goal of FCM Advisors is to bring clarity and purpose to our client's financial affairs and questions. We offer individual financial planning services which can be either a comprehensive financial plan or a targeted financial plan. As with all of our services, the Individual Financial Plans are fee-... See More