Mike Kastler is a Financial Advisor and founder of Kastler Consulting Group, LLC a.k.a. Kastler Financial Planning, a fee-only registered investment adviser offering advisory services in the State of Michigan. As a Retirement Income Certified Professional or RICP®, he specializes in Retirement Planning for those of age 55 and up. Mike loves helping retirees and near-retirees visualize their retirement possibilities using the latest technology that brings the numbers to life. The result is a personalized Plan to help you reach your retirement goals.
Mike is a member of the National Association of Personal Financial Advisors (NAPFA) and the Fee-Only Network. He has a life-long passion for finance, including his former corporate career. In the early 2000’s, he assisted clients in a voluntary capacity through Financial Peace University. And in a professional capacity since 2015, his desire has always been to help you get you where you want to go…
Imagine your desired retirement lifestyle and legacy goals. We use our expertise and Collaborative Financial Planning tools to explore the possibilities and develop your personalized Plan to help you get there.
– Mike Kastler, MSF, RICP®
Formerly, Mike Kastler was an Information Technology professional, building relationships and working with clients to achieve technical goals. Upon reaching middle age-ish, he decided to evaluate what his 2nd half would look like. Inspired by his passion for finance, helping people, and the book, “Half Time” by Bob Buford, Mike set out to form his own path of ‘from success to significance,’ the essence of the book. See other inspirational and Finance Books recommended by Mike.
After many disappointing experiences with my own financial “advisors” (salespeople) over the years, I wanted to take a consultative, fiduciary approach, always putting the client’s best interest before my own. I wanted people to come to me for unbiased financial advice, without the sales pitch for unwanted or unneeded products. That is the foundation of Kastler Financial Planning (About Us).
Education and Credentials
- Retirement Income Certified Professional, RICP®, American College of Financial Services
- Master of Science in Finance, Walsh College
- Studied business at Harvard Business School (non-degreed program for IBM Certified Client Executives)
- Bachelor of Science in Mathematics and Computer Science, Lawrence Technological University
Mike’s 2nd Half Personal Passions
In addition to being a fiduciary and helping people with retirement planning, Mike is actively engaged in church activities with his wife Julie.
Mike’s mission is to have an impact by putting God first in all that he does.
2nd Half passion with his wife Julie is to help couples navigate the everyday challenges of married life and blended families with solid biblical beliefs. Together, they lead marriage classes at churches and community centers. Together, as Affiliate Staff for FamilyLife Ministries, they formed “Michigan Family Life”, to help couples navigate through marriage, parenting, and life in general!
Mike and Julie live in Groveland Twp, MI. Feel free to follow them at their “Marital Oneness” Facebook page here.
- Interviews with Mike Kastler