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
At a minimum, 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?
What You Need To Do…
- View the Kastler Consulting Group, LLC, Form ADV which will give you information on our services.
- Contact Us with a link to your LinkedIn profile, why you desire to join our team, and your questions.
We will contact you back within 48 hours.
About Kastler Financial Planning
We are a fiduciary, fee-only, and independent financial consultancy firm. Our core purpose is to improve the financial life for each and every client we serve. Our vision is that people have access to affordable and professional fiduciary financial planning, retirement planning, and investment management services, without the pressure or bias of product sales or commissions.
We specialize in fee-only Financial Planning services for young to mid-career families, Retirement Planning for those at or near retirement, Small Business Retirement Plan Consulting for small business owners, and Investment Management Services. 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 Client Portal and computer screen-sharing technology.
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.
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Kastler Financial Planning | Clarkston, MI 48346