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Tag: written plan

June 14, 2026
In an age of online influencers, social media commentary, financial news alerts, workplace conversations, and well‑meaning friends, investors are surrounded…

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3650 Trefoil Trail
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Kastler Financial Planning (KFP) offers financial planning, retirement planning, and investment management 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. Registration does not imply a certain level of skill or training. Tel: (248) 793-7314.

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.

The KFP web site offers links to a variety of sites maintained by third parties. If you choose to access these sites, you will be leaving the KFP web site. These sites are managed by unaffiliated organizations that do not have a business relationship with KFP. These links are only offered for use at your own discretion. KFP does not provide, and is not responsible for, the product, service, or overall website content available on third-party sites. By providing links to these sites KFP is not promoting, approving or endorsing either the content of the sites or any product or service offered by the sites’ sponsors.

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.

7 Pillars Retirement Planning® and 7 Pillars Investment Planning are registered trademarks of Kastler Consulting Group, LLC.
7 Pillars Purpose-Driven Portfolios™, 7 Pillars Purpose-Driven Income Plan™ and Visualize Your Retirement Possibilities™ are pending trademark approval through the U.S. Patent and Trademark Office.

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