• Skip to primary navigation
  • Skip to main content

Kastler Financial Planning

<h2>Visualize Your Retirement Possibilities</h2>

Advice Only Retirement Planning

Schedule a "Get Acquainted" meeting

(248) 793-7314

  • Home
  • About Us
    • About Us
    • Meet Mike Kastler
    • What is a Retirement Income Certified Professional®
    • Our “Glossy” eBrochure
    • Disclosures
  • Services
    • Financial Planning
    • Blended Family (Step Family)
    • Retirement Planning
    • On-Going Financial Planning
    • Investment Management
    • Services Summary and Fees
  • Blog
  • Resources
    • Getting Started On Your Own
    • Complimentary PDFs
    • Finance Books
    • Video Library
  • Work with Us
  • Client Portal
  • Contact Us
Home » About Us » Disclosures

Disclosures

Disclosures are very important in the financial services industry. If you have any questions on this contents here, please contact us.

Fee Information

We provide financial analysis and consulting services for our clients on a fee-only basis. We do not take any commissions from products such as life insurance, securities, mutual funds or any other financial products. We are a fiduciary to our client. We put the best interest of the client first in all our recommendations.

Hourly, fixed, or asset-based fee arrangements are available. Our services are available for individuals, couples, families, retirees, college students and business owners that are looking for:

  • Objective financial advice without any ties to a particular financial product or financial strategy
  • Education on and explanation of various financial scenarios
  • “Do-it-yourself” financial plan start-up and on-going guidance
  • Evaluation of existing financial plan or investment strategies
  • Documented financial plan

Our financial services may include all of or some of the following, depending on your specific needs:

  • Financial Planning
  • Investment Consultation Services
  • Investment Management Services
  • Educational Workshops

 

Fee Schedule

See our Services Fee Schedule page for more information about our Financial Planning and Investment Management services.

ADVs

View/Download Kastler Consulting Group, LLC, Form ADV

Data Security

We do not ask for social security numbers, account numbers, or drivers license numbers. Your financial documents are held in an Egnyte electronic file folder, not on our laptops.

View/Download our Communication and Security policy.

Links to 3rd Party Sites

The Kastler Financial Planning website may offer links to a variety of sites maintained by third parties. If you choose to access these sites, you will be leaving the Kastler Financial Planning website. These sites are managed by unaffiliated organizations that do not have a business relationship with Kastler Consulting Group, LLC. These links are only offered for use at your own discretion.

Kastler Consulting Group, LLC does not provide and are not responsible for, the product, service, or overall website content available on third-party sites. By providing links to these sites Kastler Consulting Group, LLC is not promoting, approving or endorsing either the content of the sites or any product or service offered by the sites’ sponsors.

Our privacy policy does not apply to linked websites. You should consult the privacy disclosures on each third-party site for further information. Third-party websites may provide different security features than the Kastler Financial Planning website.

Privacy Policy

View/Download our Privacy Policy. Please note that our privacy policy does not apply to 3rd party sites.

7 Principles

In every client engagement, we follow the 7 Principles of Financial Planning established by the Certified Financial Planner Board of Standards, Inc.’s Code of Ethics. These principles include:

  1. Integrity
  2. Objectivity
  3. Competence
  4. Fairness
  5. Confidentiality
  6. Professionalism
  7. Diligence

 

Copyright Notice

All rights reserved. All material contained herein is copyright protected and may not be reproduced in any manner without the express written permission of Kastler Consulting Group, LLC. All text, articles and Kastler Financial Planning logos: © 2020 Kastler Consulting Group, LLC

  • Home
  • About Us
  • Client Portal
  • Contact Us
  • Sitemap

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 are an Advice-Only financial planning firm and do not offer investment management services as a percentage of your asset value.

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.

© 2019-2022 | Kastler Consulting Group, LLC | All Rights Reserved