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Welcome Kirt Runyan

Welcome Kirt Runyan to the SRB Team

Welcome, Kirt Runyan! We are excited to announce that Kirt Runyan has joined our team, working as an Administrative Assistant in our Lansing office. While he is new to the financial planning industry, he has extensive customer service and administrative experience. He is helping to: schedule client meetings sends follow-up […]

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Life Planning Is Financial Planning Done Right

Life Planning is Financial Planning Done Right Play in new window | DownloadLife Planning is a personal approach to financial planning that starts with a conversation about your life goals and dreams. We often don’t give ourselves the time and space to really think about what we want for our lives now, in the near future, […]

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Improving Your Relationship With Money. Beautiful row of trees along a road and a yellow autumn field

Improving Your Relationship With Money Play in new window | DownloadHow would you describe your relationship with money? Money can’t buy you love. It’s as cliché as a cliché can be, and so it is also mostly true. Trying to buy love, or buy happiness, is a fool’s errand. But, as with most things in […]

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