• Skip to primary navigation
  • Skip to main content

Kastler Financial Planning

<h2>Fiduciary Financial Planning and Retirement Planning</h2>

Fiduciary Financial Planning and Retirement Planning

Get Retirement Ready!

(248) 793-7314

FacebooktwitterlinkedinvimeoFacebooktwitterlinkedinvimeo
  • Home
  • About Us
    • About Us
    • Meet Mike Kastler
    • Retirement Income Certified Professional®
    • 7Twelve ® Partners Program
    • Our Financial Planning Software
    • Our Financial Planning Process
    • Disclosures
    • Careers
  • Services
    • Services Summary and Fee Schedule
    • Financial Planning
    • Step Family Financial Planning
    • Retirement Planning
    • Social Security Planning
    • On-Going Financial Planning
    • Investment Management
    • Small Business Retirement Plan Consulting
  • Blog
  • Resources
    • Complimentary PDFs
    • Finance Books
    • Market Updates
    • First Ascent Portfolio brochure
    • Seminars and Workshops
    • Help Videos
  • Client Portal
  • Contact Us
  • Get Started
Home » About Us » Careers

Careers

Finance Careers are available at Kastler Financial Planning. Contact us on how to start helping others reach their goals!

Are You Passionate About…

  • Helping others with their Personal Financial goals?
  • Using your gifts to teach others?
  • Being entrepreneurial and working towards your own goals and objectives?
  • Working along side a team of seasoned experts with young technically savvy experts?
  • Starting a brand new career or transitioning from a stogy corporate life?

…Then, You May be Interested in…

  • Becoming a fee-only fiduciary financial planner
  • Learning how to transforming your skills to help others
  • Establishing your own portable client base and book of business that you can serve for years to come
  • Leveraging our seasoned financial planning skills and technical pool of resources
  • Joining a fee-only planning firm and robust planning network

Qualifications

At a minimum, for a successful finance career, you will need to pass the Series 65 exam. Preferably, you will obtain the CFP® designation, RICP®, or other industry credential that will help define your advisory niche.

What Do You Get from Us?

  • Membership to a robust fee-only financial planning network of like-minded practitioners and entrepreneurs to help kick-start your business
  • Membership to the National Association of Personal Financial Advisors (NAPFA)
  • Errors and Omissions (E&O) liability insurance
  • Client on-boarding process
  • Secure client data acquisition process
  • Secure electronic vault for storing client documents
  • Leading financial planning software
  • Access to financial planning templates
  • All client billing
  • Access to model portfolios
  • Assets Under Management (AUM) available
  • Large custodian, TD Ameritrade
  • “Meet Me” page on our website
  • What You Need To Do…

  • Maintain your industry education and designations
  • Grow your client base at your own pace
  • Perform any or all financial planning services as indicated in our ADV
  • Adhere to our planning and operations guidelines
  • Pay our monthly fee, currently set at $519 per month (plus a one-time set-up fee that varies depending on circumstances)
  • Pay for your own office, hardware, and other software you may require for your specific business needs

  • Get Started!

    1. View the Kastler Consulting Group, LLC, Form ADV which will give you information on our services.
    2. Contact Us with a link to your LinkedIn profile, why you desire to join our team, and your questions.

    Get started on a finance career. We will contact you back within 48 hours.

    About Kastler Financial Planning

    We are a fiduciary firm, providing fee-only, professional financial services with affordable and transparent fees. Our core purpose is to help improve your financial situation and to help you Get Retirement Ready. We do not sell financial products. We believe everyone should have access to financial advice without the pressure or bias of product sales or commissions.

    We perform these services either as hourly, a one-time fee-only project, as on-going financial planning, or Assets Under Management (AUM), depending on your needs. Whether you live in our backyard or across the country, we aim for a pleasant client experience through our secure, all-digital Financial Planning Process.

    Contact Us

    If you have any question on how our services may apply to you, please contact us at the number below or submit an email through our Contact Us form.

    © 2020 All Rights Reserved
    Kastler Financial Planning | Ortonville, MI 48462
    248-793-7314

    FacebooktwitterlinkedinvimeoFacebooktwitterlinkedinvimeo
    • Home
    • About Us
    • Client Portal
    • Contact Us
    • Get Started

    Set Goals. Plan Well. Execute and Monitor.

    248-793-7314

    Kastler Financial Planning offers financial planning and investment advisory services through Kastler Consulting Group, LLC., a fee-only registered investment adviser offering advisory services in the State(s) of Michigan and in other jurisdictions where exempted. Tel: (248)-793-7314. We also offer investment management services through sub-advisors First Ascent Asset Management, LLC and Lunt Capital Management, Inc., both SEC-registered investment advisor.

    This communication has been provided to you for informational purposes only and is not intended as an offer or solicitation for the purchase or sale of a security. Although the information in this presentation has been obtained from and is based upon sources that Kastler Consulting Group, LLC believes to be reliable, Kastler Consulting Group does not guarantee its accuracy and it may be incomplete or condensed. This information is not a complete summary or statement of all available data necessary for making an investment decision and does not constitute a recommendation.

    Investing involves substantial risk and has the potential for partial or complete loss of funds invested. Investments mentioned may not be suitable for all investors. Before investing in any investment product, potential investors should consult their financial or tax advisor, accountant, or attorney with regard to their specific situation.

    © 2019-2021 | Kastler Consulting Group, LLC | All Rights Reserved