State Farm

SMG Financial, located in Portage, MI, offers a comprehensive suite of financial services, emphasizing a holistic approach to retirement planning and asset management. The firm specializes in areas such as Medicare, Social Security, tax management, and estate planning to empower clients in navigating their financial journey with confidence. Dedicated to providing fiduciary financial advice, SMG Financial aims to prioritize clients' best interests through tailored strategies and proactive solutions. Their unique planning methodology, known as the bucket plan, addresses the complexities of post-retirement financial needs, ensuring a sustainable income stream and adequate healthcare planning for clients. Generated from the website

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Portage, MI area, Ben Whitaker will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.