Financial Growth Concepts / Financial Advisor in Marquette, Michigan

I am a Fee-Only financial planner in the Marquette area. As a CFP(R) Certificant and a Registered Investment Adviser (RIA), I have a fiduciary obligation to my clients. Only RIAs have a fiduciary obligation mandated by law. Furthermore CFP(R) Certificants sign a code of ethics to place their clients interests first.
As a Fee-Only financial planner, I sell no products and receive no commissions, insuring that I am free from conflicts of interest so prevalent in the financial services industry. I have over 20 years experience providing financial advice including: investing, retirement planning, porfolio design, tax planning and preparation, college planning and estate planning.

Specialties

Business Planning Certified Financial Planner CFP ® College Planning Comprehensive Financial Planning Family Financial Planning Fee Only Income Tax Planning Independent Investment Advisor Investment Consulting Investment Policy Statements Investment Services Mutual Funds Professional Wealth Management Retirement Distribution Plan Retirement Planning Stocks Wealth Management