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FACE 2 FACE FINANCIAL PLANNING, LLC
FACE 2 FACE FINANCIAL PLANNING, LLC is a state-registered investment adviser in Portage, MI. The firm manages approximately $30 million in regulatory assets.
FACE 2 FACE FINANCIAL PLANNING, LLC
FACE 2 FACE FINANCIAL PLANNING, LLC is a state-registered investment adviser in Portage, MI. The firm manages approximately $30 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
RIA
Frequently asked questions
Is FACE 2 FACE FINANCIAL PLANNING, LLC a fiduciary?
As a registered investment advisor (RIA), FACE 2 FACE FINANCIAL PLANNING, LLC is a fiduciary, obligated to act in clients' best interests. This duty is a core regulatory standard for RIAs.
What services does a financial planning RIA like this typically offer?
Financial planning services often include retirement planning, investment management, tax planning, estate planning, and insurance analysis. The exact menu is not disclosed.
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