Kastler Financial Planning
Financial Consulting Ortonville
Fee-only financial planning & retirement planning
- Place
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Ortonville, MIRoute
- Landline
- (248) 734-7314
- mkastler@KastlerConsultingGroup.com
- @mkastler
- profile.php?id=61577872622366
- Video
- 2-min video on fiduciary
- Video
- 2-min video on fiduciary, fee-only, and independent
- Website
- kastlerfinancialplanning.com
- Reservations
- calendly.com
Description
Fiduciary (fee-only) Financial Planning and Retirement Planning. If you are looking for optimum distribution strategies, portfolio design, tax planning, or other retirement planning assistance, we are the financial professional to help you develop a PLAN and be your Guide. Without moving your assets. Without commissionable product sales. We can help you "Visualize Your Retirement Possibilities" and chart your course toward a Purposeful Retirement™. Kastler Financial Planning offers financial planning and retirement planning 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.
Keywords Financial Planning, Retirement Planning, Special Needs Planning, Investment Management.
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Opening hours
Payment Options
American Express , Visa , Check , Invoice , MasterCard
Bios
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Mike Kastler, MSF, RICP(R)
Owner, Financial PlannerYears ago, I was looking for unbiased financial advice and couldn’t find it. Questions went unanswered. Pressure to buy products I didn’t want or need. Over the last 20 years, in both an informal and professional capacity, I found that many others are in the same situation. That's when I decided to get into the financial services industry as a fiduciary financial planner. I went back to school to get my Master of Science in Finance. I wanted to be educated before I ever spoke to a client. In 2015 I started Kastler Financial Planning to help others with what I was looking for myself: Professional advice without the pressures of the ‘product sales experience’ on the client. For the first 4+ years I operated Kastler Financial Planning under the Garrett Investment Advisors, LLC umbrella, a fee-only fiduciary firm. While there I worked with and learned from 20-30 other like-minded financial professionals, focusing on the client first and best practices in financial planning. I carried that mantle to my own RIA firm beginning in 2019. Today, my biggest joy is when I can help a client navigate their way to a meaningful retirement, what I call a Purposeful RetirementTM. Prior to the financial services industry, I was in the IT services industry, serving clients with education, consulting and customized solutions. Making the transition to financial services, I wanted to incorporate all the consultative training I had received and carry it forward into all my client new financial services engagements: * Transparency in my fees and contracts * Timely in my responses to you * Teach with the heart of a teacher * Thoughtful with every Plan creation, as though it was my own * Thankful for the opportunity to serve you In 2020, I obtained the designation of Retirement Income Certified Professional, RICP®, to better serve my clients with Income Planning. I'm a life-long learner and continued my education and received new licensing during 2023. Outside of my professional life, I enjoy time with my family, woodworking, and recently took up fly fishing. I also enjoy Tiger baseball and optimistic about the young team that has been in the works for the last few years. I have volunteered extensively in the early 2000's for Habitat for Humanity and also for Financial Peace University, where I gained my early passion for helping families with finances. My wife Julie and I attend Mt. Zion church in Clarkston, MI. We both actively attend and lead various bible studies and have a heart for marriages and pre-marrieds. We both actively volunteer at FamilyLife® Ministries.
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Financial Consulting(248)734-7314 (248)-734-7314 +12487347314