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Plan. Achieve.

Because life is more than just investments.

 

HOW WE HELP

YOU SUCCEED

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.

ADVISER ACCESS
  • Text
  • Call
  • In person meetings
  • Web conferences
  • Email
CLIENT PORTAL/APP
  • Goal projections
  • Net worth updates
  • Expense tracking
  • Investment allocations
NO PROPRIETARY PRODUCTS
  • Flexible strategies
  • Objective recommendations
  • Multiple solutions
 
 

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!

 
OUR LOCATIONS

122 Uptown Drive Suite 204 Bay City, MI 48708

305 E Huron Ave, 1st Floor Suite 5 Bad Axe, MI 48413

Email: mark.recker@reckerfinancial.com

Mobile: 989.264.1644

 

Click Here to Find Us

For any general inquiries, please fill in the following contact form:

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We look forward to talking to you!

CONTACT

RECKER

FINANCIAL