David R Newbill, CFP

Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation. We understand the challenges families face today. From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals.

At Rummel Wealth Management, we offer you a full range of financial products and services.

Welcome to Financial & Tax Planning, Inc in Flint, MI, where you'll find a wealth of information in the form of newsletters, articles, calculators, and research reports. Financial & Tax Planning, Inc hopes your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this website to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.