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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.
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News FLASH: Richard Feight, CFP®, was interviewed on WILS 1320 AM Lansing. Listen to the interview. Richard Feight, CFP®, was on CNBC's On The Money with Carmon Wong Ulrich.
New Director of Ethics - Immediately following his successful term as President of the Financial Planning Association of Michigan (FPA®), Richard Feight, CFP® was asked to serve as Director of Ethics while serving as the Chairman of the Board. With the pending changes in financial regulation, the chapter thought Rich would serve their chapter best in this capacity.
With over 600 members, 75% of which are Certified Financial Planners® (CFP®'s), the FPA of Michigan is one of the largest, most influential FPA chapters in the country. IAM Financial has joined the National Association of Personal Financial Advisors' Campaign:
As Fiduciaries, we've raise the bar for financial planners by signing an oath indicating that we will ALWAYS put our clients' interest before our own. This may explain why out of the 800,000 individuals in the country who call themselves financial advisors or financial planners, fewer than 1,300 qualify for NAPFA membership. |
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