Southwest Michigan Financial LLC is a fiduciary retirement planning firm located in Portage, 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 achieve their retirement goals regardless of their lifespan.
As financial educators, Southwest Michigan Financial LLC offers a free Retirement 101 class at various universities and colleges in the Southwest Michigan area, providing attendees with a comprehensive written retirement financial plan. Their approach is hands-on and deep-dive, creating investment strategies and income plans tailored to individual investment objectives, time horizons, and risk tolerances.
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