Unfortunately, we see this all too often: a client thinks there is just one retirement “number” and if that “number” is achieved, then retirement will be honky dory! Well, it just isn’t that simple!…
Our introductory meeting had gone on for about twenty minutes when Gary interjected. “Look, I don’t want to get all complicated. I just want to know how much we need in order to retire. Bottom line! I don’t want a list of things to do that will complicate my life. If […]
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. KastlerFinancialPlanning.com
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.
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 | Ortonville, MI 48462