Elizabeth Baer, BA, CFP
Independent Registered Investment Advisory firm serving clients throughout Michigan with offices in Lansing, Ann Arbor, Cheboygan and Traverse City. Two CFP Professionals with expertise in every 'age' of financial circumstances providing hourly consultation services and long term asset management services.
With a fiduciary standard of service, we help you make more efficient and effective use of your assets, reduce unnecessary expenses, streamline your cash flow and simplify your accounts. Using no-load financial products including mutual funds and insurance products (when absolutely necessary) we guide you to appropriate investment choices for your retirement and other investment accounts.
Whether you're looking for an hour of advice, a comprehensive financial plan or an ongoing relationship with a financial advisor, let's see if the services we provide are a good fit your needs. There's no charge for the initial 'get-acquainted' meeting.