Resource Center

We’ve compiled a list of resources that we believe you may find useful.
Feel free to let us know if you know of any other sites that may be useful to others.

PLEASE NOTE:
The links provided are strictly as a courtesy to our clients. When you link to any of the sites provided here, you are leaving our site. Our company makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site. When you access one of these sites, you are leaving River Financial Planner’s website and assume total responsibility and risk for your use of the sites you are linking to.
Albridge Account Access:
https://lpl.mainaccount.com
This industry leading, financial planning software is able to provide detailed analysis of your future goals and objectives, including: retirement income, asset allocation, budgeting, life insurance needs analysis, estate planning, and more.  In addition, this software easily allows you the ability to model changes to your plans using the What If Worksheet and determine if you have enough savings and investments to meet your goals.

Please contact our office to learn more.

From MoneyGuidePro Financial Planning SMARTware, © PIEtech, Inc., Used with permission.

Downloads:
Lifestyle Goals
Lifestyle Goals Near Retired
Lifestyle Goals Retired
Budget Worksheet
Here you'll find a video created by Tom in 2019 for the Manistee branch! 

While this location was under a different name, the themes remain the same. Dedication, loyalty, and community-first mentality run deep through Manistee and its' residents. Tom, John, and Cheryle have worked tirelessly over the years to ensure that Manistee and it's members are in good financial hands.

Additional Resources:

Social Security, Medicare & Medicaid:
Economic Research:
Calculators:
Learn about: Life, Health, Disability & Long-term Care Insurance ​

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

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