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 address 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

Additional Resources:

Social Security, Medicare & Medicaid:
Economic Research:
Calculators:
Learn about: Life, Health, Disability & Long-term Care Insurance
​Information and interactive calculators are made available to you as self-help tools for your independent use and are not intended to provide investment, tax, or legal advice.  We cannot and do not guarantee their applicability or accuracy in regards to your individual circumstances.  All examples are hypothetical and are for illustrative purposes.  We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues.
​

    Contact Us Today

​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. LPL Financial Form CRS

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.