With four generations of family-ownership spanning more than 70 years, Jack V. Butterfield Investment Company is a full service investment firm, located in downtown Jackson, Michigan, helping individuals, families and businesses secure their financial futures. We believe that "trust"​ is one of the most important aspects in a successful financial plan, so you can trust that we'll be here to advise you.

Holistic Financial Planning Firm. Heather Foster as the principle of the company has been servicing clients financial planning needs since 2004. Firm that is dedicated to bringing respected credentialed professionals in the retirement planning sector together so that the consumer can benefit from the communication and planning structure of having multiple professionals planning specifically for the customers best retirement possible. Partnering with local Attorneys, CPA's and Insurance professionals in the area to aid in Investment and Retirement planning management.

TradeWell Tax & Financial is a boutique financial planning and professional services firm in Fort Wane, Indiana. TradeWell has a wide variety of professionals in-house to help the families we serve reach retirement in the most successful way possible. We are EAs, Elder Law Attorneys, Fiduciary Investment Advisers, Tax Advisers and Insurance Professionals. TradeWell Tax & Financial is the only one-stop-shop retirement and guaranteed income firm in Fort Wayne that offers these professionals in-house and under a single roof. Coordination and communication is our goal. Together, let’s build your future.

At Avery Wealth, we understand that managing wealth isn't simply about acquiring assets. It's about you. That's why our approach and the services that we provide focus on our clients. Building an ongoing relationship with you is integral to all that we do. We believe that an understanding of your life goals and your financial objectives will provide the foundation for providing distinct solutions to address the financial complexities in your life. When it comes to achieving your goals, you are best served by a deliberate process that begins before we ask you to commit to a long-term relationship with us. It starts with a “Discovery Meeting” focusing on you and your life. We will discuss your values, personal and professional goals and relationships, assets and interests. In addition, we will ask you to share your thoughts on questions such as: What does financial success look like to you? What resources do you have? What challenges do you face? We believe our approach fosters a relationship grounded in fiduciary obligation and incorporates the best academic evidence on how markets can be used to pursue financial independence. We combine that with a commitment to provide world-class client service and meet every client's highly individualized wealth-management needs. We believe an investment portfolio should directly reflect our clients’ financial and life objectives. That’s the simple principle on which Avery Wealth was founded and continues to do business today.

I co-founded Clear Ridge Wealth Management in 2014 after spending 16 years as a wealth advisor within the financial services industry. At Clear Ridge, we provide comprehensive wealth management including both financial planning and investment management. We work with both families and institutions. Our portfolios are constructed based on the academic research of the long term market returns. Our family clients seek high quality planning advice, a coordinated investment plan that encompasses all of their financial assets, and regular reviews of their progress toward their goals. We are fee only, meaning we don't sell any products nor make any commissions on anything we recommend. We benefit when our clients benefit, putting us on the same side of the table with our services. At Clear Ridge, we're transparent, experienced and importantly, human. For our clients, we set a clear path forward.

The Planning Group is an independent financial advisory firm who believes education is the key to achieving financial success. We work alongside our clients throughout the financial planning process, educating and coaching them through all of life's challenging financial decisions. Our multi-diciplined team assists clients with financial planning, investment management, risk management, and estate planning. Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. The Planning Group is not affiliated with Kestra IS or Kestra AS. Kestra IS and Kestra AS do not provide tax or legal advice and are not Certified Public Accounting firms. This profile is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the Compliance Department at 844-553-7872.

Developed and implemented business and marketing plansAnswered telephone calls for the firm and acted as the Director of First ImpressionsGreeted visitors in a friendly and professional mannerMaintained Advisor’s outlook calendar and keep advisor aware of daily appointments and cancellationsCoordinated client appreciation functions and marketing programs for the firmPrepared material for local client events and seminarsAttended seminars and assisted with the set-up, greeting guests, appointment setting for guests, and clean-upMade follow up calls after seminars to convert potential clients into confirmed appointmentsUpdated and presented ROI reports that demonstrate the success of marketing initiatives Tracked all projects and provided cost analysis on each event and seminar heldMade appointments for clients/prospects based upon sales goals of firm ownerTyped business correspondence lettersSupported the Client Relationship Management (CRM) process within the firmAssisted existing clients with service requestsAssisted with business tracking. Follow-up on insurance application missing information with clients and insurance carriersMaintained all social media sites pertaining to the firm