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.
Richard Feight, CFP®, EA was interviewed on the Small Business Association of Michigan's Business Next radio on the Top Six Financial Mistakes Small Business Owners Should Avoid.
Richard Feight, CFP®, EA was interviewed in the Wall Street Journal on changes in the financial planning profession. Read the article.
Richard Feight, CFP®, EA was interviewed on WILS 1320 AM Lansing. Listen to the interview.
Richard Feight, CFP®, EA was on CNBC's On The Money with Carmon Wong Ulrich.
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.