Jeffrey Radford - Ameriprise Financial Services

Franklin Templeton Investments is a forward-thinking asset management firm based in Ann Arbor, MI, dedicated to building dynamic partnerships with clients to help them navigate the complexities of the financial markets. The company offers a diverse range of investment products, including mutual funds, exchange-traded funds, and separately managed accounts, aiming to provide innovative strategies and deep industry insights for wealth growth. With a commitment to helping investors prepare for their financial future, Franklin Templeton emphasizes tailored investment solutions, retirement planning, and educational resources. Their extensive range of capabilities and investment insights reflects a proactive approach to asset management, enabling clients to shape their financial destinies effectively. Generated from the website

Boardwalk Wealth Management, located in Ann Arbor, MI, specializes in personalized financial planning for busy professionals, affluent individuals, and families. The firm emphasizes collaboration to align financial strategies with the unique goals and aspirations of its clients. By offering comprehensive services such as investment management, risk management, and retirement planning, Boardwalk Wealth Management aims to educate and empower clients during each stage of their financial journey. Their client-focused approach includes tailored solutions for small business owners and a commitment to maintaining transparency and understanding in their financial advising practices. Generated from the website

White House Financial Settlement Solutions, LLC, based in Ann Arbor, MI, is dedicated to helping families achieve their financial goals through comprehensive, fee-only financial advice and exceptional service. With a focus on client needs, the company aims to make financial planning easier and less stressful for individuals seeking to secure their financial future. Specializing in retirement-oriented legislation, such as the SECURE Act, White House Financial Settlement Solutions, LLC offers workshops and consultations to educate clients on the latest rules and regulations impacting retirement planning. By addressing key provisions in the Act and providing practical action steps, the company empowers individuals to make informed decisions for their financial well-being.Generated from the website