Our Services

"An investment in knowledge pays the best interest."
-Benjamin Franklin

Our mission as your personal investment representatives is to provide understandable strategies based on your individual values, goals, and objectives. We believe in long-term relationships, uncompromised quality, and a high standard of honesty and integrity.

We strive to help people prepare personally and financially for the different phases of life. Our goal is to provide security and greater financial confidence for our clients, as we aspire to be a trusted and reliable resource.

If you want to work with investment professionals committed to you and your family, please feel free to contact us for a complimentary consultation to determine if we can provide value, or even a second opinion of your current portfolio.

Some additional services we can provide:

Tax Preparation

Retirement Planning

Investment Strategy

    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
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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, OH, OK, PA, SC, TN, TX, UT, WA, WI, WV, WY

© 2023 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.