Southwest Michigan Financial, LLC is a fiduciary financial planning firm serving individuals and families across Southwest Michigan, including Kalamazoo, Marshall, and Battle Creek. With offices in Kalamazoo and Marshall, the firm emphasizes personalized guidance, financial education, and planning designed around each client’s goals. Its team helps clients prepare for retirement, manage investment risk, and work toward preserving and growing their wealth, with a focus on establishing dependable retirement income.

Services include financial planning, investment management, Medicare and insurance guidance, long-term care planning, and support with taxes and wealth transfer. The firm also offers free, hands-on Retirement 101 classes and live webinars at colleges and universities throughout the region. Participants may receive a free, no-obligation, in-depth retirement plan. Prospective clients can also schedule a complimentary introductory meeting to learn about the firm’s services.

Investment advisory services are offered through Southwest Michigan Wealth Management, LLC, a Michigan-registered investment adviser; additional advisory services may be offered through Foundations Investment Advisors. Insurance and annuity products are sold separately through Southwest Michigan Financial, LLC.