Savings for your children's education requires a long-term perspective. College Savings Plan like 529 College Savings Plan, Prepaid College Savings Plan, etc are great instruments to secure your children's future.
Submit Request to Get Expert Advice on College Savings Plan
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Sample Listing of Michigan, MI Firms Offering College Savings Plan
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Scott Bohnet Agency
325 South Clinton Street Grand Ledge, MI
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Please call us for all your financial advising,retirement planning and insurance needs.
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Advanced Asset Management, LLC
2754 - 44th St SW Ste E Wyoming, MI
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Advanced Asset Management, LLC was established in 1997 to provide fee-only financial planning and investment management services to individuals who desire to work with a financial professional on a fee-only basis. Fees are negotiable based on the work involved and the assets to be managed. Fees begin at $500 for financial planning and range from 1/2% to 2% for assets under management. Clients have the flexability to be financial planning only clients or investment management clients or both. It is AAM's desire to establish a long-term financial planning and investment management relationship with each client.
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The Advanced Strategies Group, Inc.
39500 High Point Boulevard Suite 150 Novi, MI
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My professional goal, as a CFP(R), is to personally and comprehensively guide my clients as they transition through the accumulation, retirement, and distribution phases of wealth management. I am dedicated to implementing the most innovative and objective wealth management tools available without any corporate influence. My success is measured by my clients' ability to achieve their goals and to prosper from my advice now and in the future for subsequent generations.
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Phase 2 Investment Advisers, LLC
2526 Woodmeadow Dr. SE Grand Rapids, MI
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As an Investment Adviser Representative, Jeff works with area individuals, families and organizations as a Financial Education Resource to build financial literacy throughout the community. He is committed to providing a positive client experience within the financial services industry by providing a faith-based perspective to finances, timely client support services, financial education without product specifics and maintaining the highest standards of ethics and professional knowledge.
As an active member of the community, Jeff volunteers with Love INC in the Allegan area as a Budgeting Instructor, helping people get their financial lives back in order. Assisting other’s development is a key component to another volunteer pursuit, Toastmasters International. Jeff is currently the Immediate Past President of the GVSU Downtown Club, and was recently recognized through their Competent Communicator program.
Jeff holds his FINRA series 7, 63 and 65 registrations as well as a Life, Accident & Health Insurance license. With a majority of his clients located in West Michigan, Jeff also holds a non-resident insurance license in Indiana.
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Merrill Lynch
3030 CrossCreek Parkway Auburn Hills, MI
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I often refer to myself as a Life Planner more so than a traditional Financial Advisor. I was able to retire from an Executive Career at Chrysler at 40 due to good investments and sound financial practices and I love helping others achieve their dreams in a similar fashion.
Simply put...
I help women, executives and retirees manage their money so they can enjoy their lives!!
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