Senior Security Advisors LLC

Independent Wealth Management LLC is a Traverse City-based financial advisory firm that specializes in delivering personalized and objective wealth management services. With a team of experienced and certified financial planners, they offer tailored solutions to reduce the stress and worry associated with managing wealth, ensuring clients' financial well-being. As a fee-only firm, they prioritize unbiased advice and take on a fiduciary role, putting their clients' interests first. With over 20 years of experience, each partner at Independent Wealth Management LLC brings a wealth of knowledge and expertise to the table. Their commitment to providing exceptional service is evident in their extensive media coverage and recognition in reputable publications. As an independent firm, they are free from external influences, allowing them to deliver objective advice and unbiased portfolio management to their valued clients.Generated from the website

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.

LeBaron Financial Group, located in Reed City, Michigan, has been providing independent investment and insurance planning services since 1971. As a boutique advisory firm, they pride themselves on offering individually tailored recommendations and consistent, reasonable advice to both families and corporations. Led by experienced financial professionals Jon P. LeBaron and Richard L. LeBaron, the firm emphasizes a client-centered approach that allows clients to choose their preferred compensation structure. With a commitment to helping clients achieve their goals, LeBaron Financial Group leverages a wide array of solutions from various market sources, free from the pressures associated with traditional broker dealers. Generated from the website