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Kalamazaoo financial planners provide financial services to get you closer to your ideal life. We all have money questions, but not enough of us have expert financial planners at the ready to help us make the right choices. We all have retirement goals, and college dreams for our children, but too few of us have a solid plan in place to get where we want to be. Bring some Kalamazoo professional financial planners on board so you can get all your questions answered, get a plan in place, and start moving toward your Michigan financial preparation goals.

Kalamazoo, MI money planners have the expertise and experience you want and need on your team. They can provide you with a vast array of services to ensure you are adequately insured, saving money on your taxes, and putting enough away to meet the formal education needs of you children. These finance planners work to confirm that you are seeing the kind of growth, and diversity in your investments to meet your comfort level, and most importantly have a plan in place that keeps your money working hard for you.

College Dreams

MI college graduates typically make much more money over their lifetime than non-college graduates. Providing our kids with a college education is an attainable goal, but it requires a solid blueprint. Many people mistakenly believe that you have to put away astronomical amounts of money to attain this. That is simply not true. A university education in Kalamazoo, or anywhere in the US, can be reached by faithfully putting small amounts of money away every month in interest-bearing education accounts that grow over time.

There are also what are called 529 plans available for Kalamazoo, MI residents to fund their child's in-state education, or to fund schooling throughout the country. These savings plans offer tax benefits through either a pre-paid option, or an mutual fund-type account. A Kalamazoo financial planner can walk you through many types of accounts, and assist you in determining the best option for you.

A Kalamazoo financial planner in Michigan will show you all your choices and assist you in setting up education accounts. They have the experience to guide you to the right plan for your income level and for your economic goals. When you combine these savings with grants, and scholarships, your kids will have a much easier time funding their schooling than many Kalamazoo students face. The sooner you start, the less worry you face as your kids near their late teens.

Your Retirement Blueprint

We all have plans for our retirement. Do you have Kalamazoo financial planners working to make sure you have the funding in place to reach your retirement goals? A no-obligation consultation with these competent money planners will show you the real benefit of having them working for you. They can guide you to formulating a blueprint to fund your goals throughout your life. A Kalamazoo financial planner will review your 401k to be sure you are getting the most you can out of it. They can show you the benefits of a Roth IRA on your current tax obligation, and educate you on all your choices.

Is your insurance portfolio working for you? Do you have too much coverage or not enough? A Kalamazoo financial planner will review your insurance coverage and make recommendations based on your individual situation. Insurance is one of those things we all know we need, but we are never quite sure how much is enough. The expertise and experience of a qualified, professional Kalamazoo financial planner will guide you to the right amount of coverage at the right price. They can aid you in finding the right providers, and put together an insurance plan to get through the surprises life offers, without paying too much.

Mission Possible

Money matters can seem overwhelming. We often feel we need a college education in Economics to understand our finances and investments. When you have Kalamazoo financial planners in Michigan on your money team, you can get the guidance you need to make the right choices.

After a review of your investments, Kalamazoo financial planners can give you many options to diversify your investment portfolio. They can discuss your risk comfort level and adjust your investments accordingly. When you are comfortable with your risk level, and you know that you are diversified and less exposed to the ups and downs of individual markets, you can feel more secure.

It can be liberating to put yourself in the driver's seat of your economic life in Kalamazoo. Too often we avoid dealing with our financial issues because it can seem overwhelming. That does not need to be a problem any longer. Use Kalamazoo financial planners to put your financial house in order so you can move securely forward toward your life goals.

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Financial Planners in Kalamazoo

Mark Drake Sr.
Mark Drake Sr.
536 Romence Rd.
Suite 105
Portage, MI 49024

Ryan Lind
Ryan Lind
1200 East Paris Avenue SE Suite 7
Grand Rapids, MI 49546

This website provides information related to the subjects covered. Before making any financial or legal decisions, a professional should be consulted.