What We Do
Fiduciary (fee-only) Financial Planning, Retirement Planning, Special Needs Planning, and Investment Management Services.
Why We Do It
To improve the financial life of each client, regardless of income level, by providing written financial plans and low-cost investment strategies.
How We Do It
With attention to detail! Whether in person or across the phone lines, we deploy the latest financial planning software and secure electronic processes.
Investment advisor representative of and investment advisory services offered through Garrett Investment Advisors, LLC, a fee-only SEC registered investment advisor. Tel: (910) FEE-ONLY. Kastler Financial Planning may offer investment advisory services in the State of Michigan and in other jurisdictions where exempted.
Kastler Financial Planning Ortonville address and phone