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Your Serious Money Professionally Managed

Attention Kellogg Employees: We can now directly manage Kellogg S&I accounts
selecting best in class investments from a large universe of choices custom designed for your goals and risk tolerance.Generations Financial Planning & Wealth Management is a financial services firm serving Southwest Michigan since 2009.
Services Include:
Financial Planning Including
Retirement
Education
Wealth Transfer
Life Changes
Life, Disability and Long Term Care Insurance
Wealth Management
Investment Management
Tax Efficient Investing
Tactical Asset Management
Stock Portfolios
Call 269-441-4143 to schedule a confidential appointment.

 

RESERVE A CONFIDENTIAL DISCUSSION NOW

If you are serious about planning for your future, we want to meet with you. We ask that you provide us with some basic information so we can assess your needs and schedule a meeting. Please follow the link below to complete our survey.