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IAM Financial, LLC
2164 University Park Dr.
Suite 260A
Okemos, MI 48864
Phone: (888) 283-1392
Toll-free: (888) 283-1392
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Household Income Minimum: $0 Investable Asset Minimum: $0
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 Succeeding to Plan is Planning to Succeed ...and investment strategies such as: Low Expense Investing Buying & Holding (Not Market Timing) Reducing Volatility (Asset Allocation) We offer planning on an hourly or retainer basis so that you can choose which service and fee is right for you! Our clients take solace knowing they have a qualified advisor that will put their interests first, working for them for the next 30 years. You can learn more about IAM Financial, LLC at www.iam-financial.com
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:
...and investment strategies such as:
We offer planning on an hourly or retainer basis so that you can choose which service and fee is right for you! Our clients take solace knowing they have a qualified advisor that will put their interests first, working for them for the next 30 years. You can learn more about IAM Financial, LLC at www.iam-financial.com
In 1997 I was registered to sell securities and licenses to sell life insurance. I have more than 10 years experience in offering personal, comprehensive financial planning and investment advice. I have been interviewed on WLNS Channel 6 in Lansing, and quoted in Noise Magazine and Investment Advisor News. In 2001 I received the CFP certificate. In 2003 I was elected to the Board of the Financial Planning Association of Michigan. In 2004 I was accepted in the National Association of Personal Financial Advisors (NAPFA). In 2005 I was elected to the Executive Committee of the Financial Planning Association (FPA) of Michigan as Treasurer. I am the current Treasurer of the FPA of Michigan. In 2005 and 2007 I volunteered for the Kiplinger's Jumpstart your Retirement Hotline. In 2007 I am volunteering on the NAPFA Midwest Regional Conference Committee where I am assisting in the planning of the 2008 conference.
In 1997 I was registered to sell securities and licenses to sell life insurance. I have more than 10 years experience in offering personal, comprehensive financial planning and investment advice. I have been interviewed on WLNS Channel 6 in Lansing, and quoted in Noise Magazine and Investment Advisor News.
In 2001 I received the CFP certificate.
In 2003 I was elected to the Board of the Financial Planning Association of Michigan.
In 2004 I was accepted in the National Association of Personal Financial Advisors (NAPFA).
In 2005 I was elected to the Executive Committee of the Financial Planning Association (FPA) of Michigan as Treasurer. I am the current Treasurer of the FPA of Michigan.
In 2005 and 2007 I volunteered for the Kiplinger's Jumpstart your Retirement Hotline.
In 2007 I am volunteering on the NAPFA Midwest Regional Conference Committee where I am assisting in the planning of the 2008 conference.
Considerations: No commission, no surrender fees, no hidden fees.
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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