Education. Communication. Honesty. At Credent Wealth Management, our mission is to build a secure future for every client by providing guidance throughout life's most important financial events. We will accomplish this with service above and beyond client expectations through education, communication and honesty. A Registered Investment Advisor.

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.

Looking for a refreshingly personal approach to retirement and financial planning? Look no further! As a family-owned firm, Richmond Brothers provides truly personal service to our clients—not the “take a number” kind of service that’s become all too common these days. We want to know all about you so that we can serve your best interests financially as well as personally. Imagine that: real people who really care. It’s why folks have entrusted their financial wellness to us since 1994. From our proactive communication to our fun, laid-back office environment, there are a number of reasons why people enjoy doing business with us. We invite you to learn why Richmond Brothers stands in a league of its own. Visit us at: www.richmondbrothers.com for more information! Richmond Brothers, Inc. is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Richmond Brothers, Inc. and its representatives are properly licensed or exempted. This page is solely for informational purposes. No advice may be rendered by Richmond Brothers, Inc. unless a client service agreement is in place.

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