Indiana Retirement Council

Brittison Financial Group, based in Saint Joseph, MI, specializes in providing comprehensive financial strategies to facilitate a smooth transition into retirement for Americans. Their focus includes income, tax, investment, legacy, and health care planning, all tailored to clients' unique circumstances and financial goals. The firm boasts a knowledgeable team led by CEO Philip Ellis, a fiduciary investment advisor committed to holistic planning, alongside CIO Joe Maas, who brings extensive investment management expertise. Together, they prioritize transparent communication and forge long-term relationships to empower clients on their financial journeys. Generated from the website

Our investment philosophy is an academically based, risk-managed approach designed to benefit our client. Our investment services include: risk management, portfolio rebalancing, case-specific support as well as advanced investment market research.WHAT MAKES US DIFFERENT? PASSION:We have boundless enthusiasm and love for our work.COMMITMENT:We have the emotional and intellectual commitment to help you reach your goals.TRUST:We earn this distinction from clients' total confidence in our ability, integrity, and our character. We always strive to exceed our clients' expectations.RESPECT:We treat our clients, and each other with respect. We regard each client relationship as a special privilege. We always do what is right for our clients.OUR BELIEFS:We believe helping clients reach their goals requires that we have the depth of knowledge and expertise to effectively coordinate their total financial and life goals.

Investment Plus is a financial services company based in Kalamazoo, MI, specializing in investment management and financial planning. With a focus on helping clients achieve their financial goals, Investment Plus offers personalized strategies and guidance to navigate the complexities of the financial market. Generated from their business information