Kevin Paul Kelly & Associates

Front Street Wealth Management, located in Traverse City, MI, specializes in fee-only proactive wealth management, emphasizing a fiduciary duty to its clients. The firm offers comprehensive financial planning and risk management services tailored to meet individual needs. With a commitment to transparency and client-focused advice, Front Street Wealth Management provides resources and articles on various financial topics, helping clients navigate the complexities of wealth management. Their approach is designed to empower clients in making informed decisions about their financial futures. Generated from the website

The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC), offers investment services and products, including Schwab brokerage accounts. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides deposit and lending services and products.

Founded in 1984, FIM Group is one of the leading financial companies in the United States, providing risk-managed investment solutions to its clients. It provides special planners and systematic approaches for the portfolio and wealth management of its customers. Employing more than 25 people, the company offers its clients with services like investment management, financial planning and retirement services. The company s planning services include budgeting, saving, taxes, investments, insurance, retirement and estate planning. FIM Group helps its clients to understand retirement plans through flexible plan design, complete document support, daily valuation record-keeping, participant and sponsor website, toll-free phone access and on-site enrollments.