Raymond James

Diversified Financial Concepts is a financial services firm based in Battle Creek, MI, specializing in providing comprehensive financial planning and investment management solutions to individuals and businesses. With a focus on personalized strategies tailored to each client's unique financial goals and circumstances, Diversified Financial Concepts aims to help clients navigate the complexities of wealth management and achieve long-term financial success. Generated from their business information

At Zhang Financial in Battle Creek, MI, we support our clients with fee-only wealth management services. Our comprehensive research and resources help us offer unbiased advice and assistance with a myriad of planning and investments opportunities. Our services include planning for overall protection, investment, employee stock options, and more. We also offer extensive continuing education and products to help you manage your finances. Our diverse advisory team consists of Certified Financial Planners, a Certified Public Accountant, and an attorney.

As a First Command Financial Advisor, I am committed to helping clients consistently make the smart, informed financial decisions that are essential to the pursuit of long-term financial security. I chose this profession because I believe it gives me the opportunity to make a real difference in the lives of the people I work with. Experience has taught me that the biggest obstacle to financial security for most people is their own behavior. That’s why I seek to form trusting, long term relationships with clients, serving as their personal financial coach by: 1. Helping them set specific and meaningful goals that are aligned with their values 2. Providing them with a comprehensive, personalized plan for effectively pursuing their goals 3. Encouraging and motivating them to adopt and consistently practice the productive financial behaviors necessary to successfully execute their plan 4. Making strategic adjustments in their plan as their circumstances and goals evolve over time I don’t believe in shortcuts to financial security. I advocate time-tested financial principles including prudent and responsible debt management, disciplined saving and investing and a thoughtful insurance strategy for managing financial risk. And as an Investment Advisor Representative (IAR), I am held to a fiduciary standard, required in all cases to act in the clients’ best interests. About First Command First Command was founded in 1958 by a retired Air Force officer intent on improving the financial well-being of service members and their families. Today, more than 500 First Command Financial Advisors across the country and abroad are committed to fulfilling the company’s Mission of “Coaching those who serve in their pursuit of financial security”.