AMERIPRISE FINANCIAL SERVICES INC.

The Beckwith Financial Group, Inc. is a strategic alliance of several well established and locally recognized insurance agencies, here to service all of your insurance and financial planning needs. We have been appointed as a General Agency for the Ohio National Financial Services and its insurance affiliates, servicing Michigan and Northern Indiana. We also offer a complete portfolio of products of other nationally recognized A-rated carriers. People ask us what we do and the list is extensive; it includes: Financial Planning, Investments, Property & Casualty and Commercial Insurance; Life, Health and Long-Term Care Insurance as well as Medicare Advantage plans. In other words, all the things that people rely upon to increase and protect their present standard of living while working to secure their future. We do it all and do it with in-house specialists for each area of service. More than that, though, we're earning your confidence in our ability to counsel you on your insurance and investments with the reassurance that you're dealing with professionals who have the knowledge that comes with your years of training and experience. We?re selling you the comfort of knowing that when you ask a question, you'll get an honest, straightforward answer when you need it. In short, we're not selling anything. We are earning your trust!Investment Advisory services offered through O.N. Investment Management Company ASSOCIATIONMember FINRA / SIPC

Southwest Michigan Financial LLC is a fiduciary retirement planning firm located in Kalamazoo, MI. They offer customized retirement investment and income plans, focusing on providing a reliable source of income for life. With a philosophy that losses hurt more than gains help, their goals-based financial planning process aims to help clients meet their retirement goals regardless of their lifespan. As financial educators, Southwest Michigan Financial LLC offers a free Retirement 101 class to educate individuals on retirement planning. They also specialize in creating investment strategies and income plans tailored to individual investment objectives, time horizons, and risk tolerances. With a straightforward and hands-on approach, they provide intensive classes online and at various universities and colleges in Southwest Michigan, ensuring clients receive a comprehensive retirement plan.Generated from the website

Cahill Wealth Management in Portage, MI focuses on helping clients achieve a lifestyle they can afford for themselves and their families over the long term. By defining objectives, assessing financial situations, and developing strategies, they aim to preserve and enhance purchasing power while balancing opportunity and risk. With a commitment to clarity, realistic goals, objectivity, discipline, and compassion, Cahill Wealth Management empowers clients to have financial options and work towards a secure future. Their personalized approach aims to create plans that align with individual needs and aspirations.Generated from the website