Phone: 517 - 321 - 4832

Financial Planning

Financial Planning with Shotwell Rutter Baer

Our financial planning services cover the full range of financial issues. We help clients determine and assess their goals, including analyzing retirement scenarios, planning for college and other major purchases. We help clients think through specific issues, such as whether to invest an inheritance or use it to pay down debt. We guide clients through life changing events like marriage, family additions, divorce, retirement, and death of loved ones. We help clients understand the basics of investing, and we provide access to no-load, commission free mutual funds and insurance products to implement plans. We guide our clients through appropriate strategies within their employer’s retirement plan, their IRA, and other non-retirement investments.

Education Planning

Asset Allocation

Portfolio Evaluation

Employee Benefit Analysis

Retirement Planning

401k & 403b Help

Estate Planning

Cash Flow & Debt Analysis

Goals – Based Planning

For clients that want to see if they are on track to meet their retirement or other goals, we utilize Money Guide Pro financial planning software. This system lets us collaborate with clients to help them make decisions about saving and spending plans and to compare alternative strategies.

Let’s Get Started

Whether you just need us to help coach you through some specific questions or you need a full, comprehensive retirement plan, contact us today to get started.