Dodds Wealth Management

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.

Indiana Retirement Council is a trusted organization based in South Bend, IN, specializing in providing retirement planning services for individuals nearing retirement age. Their team of experienced professionals offers personalized guidance and support to help clients navigate the complexities of retirement planning. With a focus on financial security and peace of mind, Indiana Retirement Council assists clients in creating customized retirement strategies tailored to their unique goals and circumstances. By offering comprehensive planning services, they aim to empower individuals to make informed decisions and achieve a secure retirement future. Generated from their business information