Because life is more than just investments.
HOW WE HELP
We are a fee only financial planning firm. We do not accept any commissions from product companies. We use the latest in planning technology to build and monitor your plan.
In person meetings
Net worth updates
NO PROPRIETARY PRODUCTS
We offer a range of planning resources & services to help you reach your goals:
MEET MARK RECKER CFP®
Mark is a financial planner specializing in working with young professionals farmers and business owners, but does work with clients in all different stages of their financial life. He has been serving clients in the Tri-City and Thumb area for just over 10 years.
Mark grew up on a family farm and continues to help manage the financial operations of his family’s business. He understands that while technical knowledge is important in running a successful small business or farm; understanding the dynamics between family and partners is equally important. He has unique experience aiding clients in transitioning out of the business while ensuring the family legacy is protected.
Mark is also dedicated to helping young professionals. He understands that the most important financial decisions people make are often made in their 20s and 30s. He has the tools to be able to serve clients whether constantly on the go, juggling hectic schedules, or simply how to manage getting their first paycheck. He believes young professionals need to be able to send their financial advisor a text or jump on a 10 minute video conference so there isn’t another item added to the to-do list.
Contact Mark today to get started on the right track!
122 Uptown Drive Suite 204 Bay City, MI 48708
305 E Huron Ave, 1st Floor Suite 5 Bad Axe, MI 48413
For any general inquiries, please fill in the following contact form:
We look forward to talking to you!