Southwest Michigan Financial LLC is a fiduciary retirement planning firm located in Kalamazoo, MI. They offer customized retirement investment and income plans, focusing on providing a reliable source of income for life. With a philosophy that losses hurt more than gains help, their goals-based financial planning process aims to help clients meet their retirement goals regardless of their lifespan.
As financial educators, Southwest Michigan Financial LLC offers a free Retirement 101 class to educate individuals on retirement planning. They also specialize in creating investment strategies and income plans tailored to individual investment objectives, time horizons, and risk tolerances. With a straightforward and hands-on approach, they provide intensive classes online and at various universities and colleges in Southwest Michigan, ensuring clients receive a comprehensive retirement plan.
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