River Financial Planners
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Plan. Invest. Retire. Enjoy!

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Welcome to River Financial Planners!

Your life has incredible purpose, which is precisely why your retirement plan also needs purpose. When you plan for your future with an organized financial life, you free your mind to enjoy the things that really matter: your family and friends, the things that inspire you, and the pursuits that impassion you.

​Since River Financial Planner's establishment in 1999, we've maintained a focus on establishing long-term relationships with every person that walks in the door. Your goals become our goals. It's not about selling a product, it's about serving a community. With a presence in Schoolcraft, Manistee, and Norton Shores; we would welcome the opportunity to meet with you. An initial meeting with us is private, confidential and completely free of charge. We'll answer any questions you may have, get to know you, and tell you more about ourselves. Give us a call or send us an email, let's see if we make a good team!
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Check the background of your financial professional on FINRA's brokercheck.finra.org

What Does Your Financial Pathway Look Like?

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Ask yourself:
  • When can I afford to retire?
  • If money wasn’t an issue, what would I be doing right now?​
Most importantly, are you confident you’re on the right course with a plan to reach those goals?
​
​Click on the link below to find some tools suited to help you answer those questions. Have additional questions? Don't hesitate to give us a call today!
find out more

Account Access

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​Albridge: 
https://lpl.mainaccount.com/

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​River Financial Planners
Kalamazoo: (269) 679-2636 | Manistee: (231) 723-9440 | Norton Shores: (231) 798-0007

Check the background of your financial professional on FINRA's brokercheck.finra.org
​

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. 

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AZ, CA, CO, CT, FL, GA, IA, IL, IN, KS, LA, MI, MN, MT, NC, NM, NY, OH, OK, PA, SC, SD, TN, TX, UT, WA, WI, WV, WY

© 2024 River Financial Planners

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP ®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. This site is for informational purposes only and is not intended to be a solicitation or offering of any security and: • Representatives of a Registered Broker-Dealer (“BD”) or Registered Investment Advisor (“IA”) may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, that state; or (b) are excluded or exempted from that state’s registration requirements. Representatives of a BD or IA are deemed to conduct business in a state to the extent that they would provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.
  • Home
  • Contact Us
  • Services
    • Services
    • Financial Planning / Investment Management
    • Life Insurance
    • Long-term Care Insurance
  • About Us
  • Resources
  • Client Login