About Face 2 Face Financial Planning, A Fee-Only Firm
I believe my strength and focus in finance comes from being a devoted husband and father, as well as, a proud Western Michigan University Alumni. I grew up in the Kalamazoo area and now live with my family in Portage, MI. I love watching college football, playing hockey, and giving to the community. Get to Know Brian… Read More Here.
Western Michigan University Bachelor Degree, Go Broncos
CRPC, Chartered Retirement Planning Counselor
Charity’s I support through Face 2 Face Financial Planning: I commit to supporting two groups each year, the first is Military, my Father and Grand Father were both in the Military. I feel blessed to live in a country that the Men and Women fight everyday for me to have freedom. I have chosen to support the Willis Foundation. The primary mission of the Willis Foundation is to fund college scholarships for children whose United States Armed Services parent was killed or permanently disabled in a combat zone. The second group I support are local groups that help with foster children, I am currently looking for one to support ongoing, so if you know of a good one please let me know.
“I saw from working at larger firms that clients would come to me at retirement and they would have the money that they have, which may or may not have been enough. I felt that if I could help them earlier to make small changes, their future retirement would be in a much better place.”
A Fee-Only firm focuses on conflict-free advice by not accepting any commission or kick-backs. I act as a fiduciary 100 percent of the time, which means I must serve my clients interest first. I founded Face 2 Face on a vision that started when I was a young teenager. My father used to take me to factories so I could watch him give financial education seminars to factory workers about their 401k options. That experience and my years of working for a large firm set my vision for wanting a firm that had no minimum asset levels. This gives me the ability to work with clients that want conflict-free advice on topics ranging from college planning to their 401k and all the way up to their retirement. I wanted to make a firm that was different. That’s why I built a firm to serve not only those who are retired, but also the 30, 40 and 50 year olds who want help along the way. I saw from working at larger firms that clients would come to me at retirement and they would have the money that they have, which may or may not have been enough. I felt that if I could help them earlier to make small changes, their future retirement would be in a much better place. This is why I offer different options, from hourly planning to full comprehensive financial planning.