History
We are a fiduciary, fee-only, and independent financial consultancy firm. Our core purpose is to improve the financial life for each and every client we serve. Our vision is that people have access to affordable and professional fiduciary financial planning, retirement planning, and investment management services, without the pressure or bias of product sales or commissions.
Specialties
We are a fiduciary firm, providing fee-only, professional financial services with affordable and transparent fees. We are on a mission to help you Get Retirement Ready. We specialize in Financial Planning, Retirement Planning and Investment Management. Whether you live in our backyard or across the country, you can start the Financial Planning Process now from the safety and security of your own home. See our website on how to get started. Kastler Financial Planning offers financial planning and investment advisory services through Kastler Consulting Group, LLC., a fee-only registered investment adviser offering advisory services in the State(s) of Michigan and in other jurisdictions where exempted. Tel: 248-793-7314. We also offer investment management services through sub-advisors First Ascent Asset Management, LLC and Lunt Capital Management, Inc., both SEC-registered investment advisors. See website for more information and disclosures.