Southwest Michigan Financial, LLC is a fiduciary financial planning firm serving individuals and families in Kalamazoo, Marshall, Battle Creek, and surrounding Southwest Michigan communities. With offices in Kalamazoo and Marshall, the firm focuses on helping clients prepare for retirement through personalized, goals-based planning and education. Its fiduciary approach commits the team to putting clients’ interests first, while its planning process aims to help preserve and grow wealth, manage investment risk, and establish 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 across the region. Participants may receive a complimentary, no-obligation, in-depth retirement plan. Prospective clients can arrange a complimentary introductory meeting to learn about the firm’s services and discuss their needs. Southwest Michigan Financial provides educational resources, retirement tools, guides, and a monthly newsletter covering financial planning, Medicare, retirement strategies, and workshops.