Nathan B.
EssexvilleMI
100% Job Success
Top Rated

Certified Financial Planner

I am a Certified Financial Planner and own an operate a fee only registered investment advising firm. I work with small business owners for financial planning, retirement plan administration and wealth management. I also work with individuals for wealth management, Investments, Cash flow modeling, Budgeting, debt management and estate planning.

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Skills

  • Financial Planning
  • Finance & Accounting
  • Investment Research
  • Personal Budgeting
  • Real Estate Investment Assistance
  • Certified Financial Planner
  • Investment Strategy