Schedule a 15 minute Get Acquainted Call
My practice has evolved to serve a focused clientele — I'm only taking on new engagements where investable assets meet a $3 million minimum. I'm happy to refer anyone who doesn't meet that threshold to an advisor who may be a better fit.
The Free Report is still available
IAM Financial is open 10AM to 5PM Monday through Friday for face to face (by appointment only) or online meetings for local clients in East Lansing and Grand Rapids Michigan, and across the country. Face masks can be worn if you wish, but not required.
