Plan For Retirement!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. Ask yourself:
Most importantly, are you confident you’re on the right course with a plan to reach those goals?
If not, I would welcome the opportunity to meet with you. An initial meeting with me is private, confidential and completely free of charge. I’ll answer any questions you may have, get to know you, tell you more about myself and we’ll see if we make a good team. |
Call Us Today!
Professional Services
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River Financial Planners - John M. Lugauer, CFP® , Roger D. Haag, CFP®
Kalamazoo: (269) 679-2636 | Norton Shores: (231) 798-0007
Securities and financial planning 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, FL, IA, IL, IN, KS, LA, MI, MT, NC, NM, OH, OK, PA, SC, TX, UT, WA, WI, WV, WY
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, FL, IA, IL, IN, KS, LA, MI, MT, NC, NM, OH, OK, PA, SC, TX, UT, WA, WI, WV, WY
© 2020 John M. Lugauer, CFP®
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.