Southwest Michigan Financial, LLC Information

At Southwest Michigan Financial LLC, we are more than your typical “Financial Advisor”. We are both Fiduciaries and financial educators. Our practice is focused on helping clients understand how to prepare themselves for retirement through education and proper retirement planning. It is our philosophy that each client deserves to have their own customized and individualized written retirement investment plan and income plan, and not the usual cookie-cutter plan that another financial advisor might utilize. Each client of ours receives a unique retirement plan that shows them the path that allows them to achieve their own short-term and long-term goals in retirement.