About IFP, LLC.
Individual Financial Planning's financial advisors have many years experience with investments, financial planning, insurance and tax planning.
We're more than just a financial services company, we're a family.
When you work with us, we treat you like family.
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GLAAB, CFP®, AIF®
Stephen is a graduate of Central Michigan University in which he majored in Personal Financial Planning. Upon graduation, he joined Individual Financial Planning as a registered representative. In 2013, Stephen obtained his CERTIFIED FINANCIAL PLANNER™ certification as well as earning the Accredited Investment Fiduciary™ designation in 2014. Stephen has served as a member of the Case Planning Department at the Sigma Financial Corporation home office where was a consultant to over 1,100 advisors throughout the nation, providing training, research, and portfolio analysis for their own clients. Additionally, Stephen has taught as an adjunct professor at Cleary University in the Master’s program for Personal Financial Planning. He is extremely passionate about his career and loves the relationships he has built with his client’s throughout the years.
GLAAB, CFP® AIF®
Upon graduation from Western Michigan University’s Haworth College of Business in 2010, Kyle joined his father, uncle and grandfather at Individual Financial Planning, LLC. and began helping clients organize and simplify their financial lives. He seeks to understand your unique wants and needs to develop a comprehensive plan to keep you on track toward your goals. He strives to provide a high level of information, service, and investments to help you achieve your goals and manage volatility through diversification.
GLAAB III, CFP®
With over 30 years of experience, Pete has established himself as a leader in the Financial Planning arena. Since 1981 Pete has devoted his real-world experience in helping his clients realize and achieve their financial planning goals, which include…Retirement, Education, Risk Management, and Proper Asset Allocation. As part of their exceptional customer service model, your individual needs will be catered to. Since everyone’s needs are different, Pete will meet with you and evaluate your current situation, future goals, your personal feelings and values, along with your family dynamics.
Michael’s career in financial services began over 30 years ago. He graduated from the University of Michigan with a degree in finance and later obtained his CERTIFIED FINANCIAL PLANNER ™ designation. He joined his father’s firm, Individual Financial Planning and began helping clients with their financial needs. Mike’s ultimate objective is to help clients become comfortable with their financial decisions and help them obtain an in depth understanding of the various investment tools available to them. Once a client is ready to move forward, Mike helps them implement a strategy to meet their objectives.
Michael mentions, “It has been an incredible career for me. I have enjoyed working with every client and each unique situation they have presented. The best part of my business is that many clients have also become great friends.”