IAM Financial LLC Information

IAM Financial, LLC is a registered investment advisor in the State of Michigan. The content on this site is for general information purposes only. The existence of this website should not be construed in any direct or indirect manner as a solicitation for advisory business or securities business in any states beyond the states in which IAM Financial, LLC maintains registrations. IAM Financial, LLC may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Any subsequent, direct communication between IAM Financial, LLC and a prospective client shall be conducted by an IAM Financial, LLC advisor who is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. A copy of IAM Financial, LLC current ADV part II discussing our services and a contract discussing our fees are available upon written request. Material presented on IAM Financial, LLC website is believed to be from reliable sources but we make no representation as to its accuracy or completeness. IAM Financial, LLC also has no control over the accuracy of websites found through the links on IAM Financial, LLC website. The authors, publisher and host are not providing legal, accounting or specific advice concerning your situation. All information and ideas found on or through our website is for information purposes only and should not be construed as personal advice specific to the reader. "Okay, this bears repeating: if a prospective advisor makes money from commissions on your investments, then they fail my litmus test on that fact alone. There's simply too much conflict of interest. I want you to stick with fee-only planners; they charge a set fee for their services, rather than relying on commissions.