Southwest Michigan Financial, LLC
Your Trusted Fiduciary for Retirement Planning in Southwest Michigan
Your Kalamazoo, Marshall, and Battle Creek Area Retirement Specialists
At Southwest Michigan Financial, we believe your retirement should be your most comfortable and rewarding chapter. With offices in both Kalamazoo and Marshall, our team specializes in providing comprehensive financial planning to our neighbors throughout Southwest Michigan, including Battle Creek. As both financial educators and fiduciaries, we are legally and ethically committed to putting your best interests first—always. We create a financial plan that’s built around you, not a template. Your personalized strategy will be designed to help you achieve your unique short- and long-term goals.
Protecting Your Wealth and Securing Your Future
Our approach is focused on helping you prepare for retirement through proper education and proactive planning. We believe the most critical element of a successful retirement is a reliable source of income for life. Our goals-based financial planning process is designed to help you preserve and grow your wealth. We provide sound, conservative investment advising to help you manage risk and protect your hard-earned nest egg from market volatility.
How We Help You Plan with Confidence
We are passionate about financial education, which is why we offer a free, hands-on Retirement 101 class at various colleges and universities throughout the SW Michigan region. Attendees may receive a no-obligation, in-depth retirement financial plan. In addition to educating, our main objective is to help you bring together all the pieces of your retirement puzzle into a completed picture, including Medicare, long-term care, and wealth transfer.
Talk to Chuck!
“We believe a solid retirement is one of the greatest efforts a person can undertake, and we want our clients to enjoy their retirement years worry-free. Our team is dedicated to providing the peace of mind that comes with a personalized plan and a trusted partner.”
— Chuck Henrich, President & Owner
Let’s Get Started
Register for a Class: We offer intensive, hands-on classes and live webinars at different colleges and universities located throughout the Southwest Michigan area. Attend one of our classes to receive a free, no-obligation, in-depth retirement plan (yes, it’s really free).
Schedule a Discovery Call: There’s no time like the present. We offer a complimentary “Get Acquainted” meeting to describe our services and to see if we are the right fit for your needs. Call Stacey today at (269) 323-7964 to schedule a time to chat.
Visit our Offices:
Kalamazoo Office:
Southwest Michigan Financial, LLC 4341 S Westnedge Ave, Ste. 1201 Kalamazoo, MI 49008
Marshall Office:
Southwest Michigan Financial, LLC 830 W Michigan Ave Marshall, MI 49068
