Elizabeth Rutter Baer

Elizabeth Rutter Baer

| CFP®

Shotwell Rutter Baer Registered Investment Advisor

Fee Only Financial Planner Located in Lake Ann, MI and Serving Clients Nationwide


  • Fee-Only Financial Services
  • Comprehensive Financial Planning
  • Free Initial Consultation
  • Investment Management
  • Retirement Planning
  • Education Planning
  • Elder Care Issues
  • Estate Planning
  • Insurance Analysis
  • Charitable Giving and Trusts
  • Planning for Business Owners
  • Cash Flow and Budgeting

Our Other NAPFA Members

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7568 Ole White Drive
Lake Ann, MI 49650

6350 West Michigan Avenue
Suite 200
Lansing, MI 48917

Elizabeth Baer is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?

The firm was founded in 2001 by Elizabeth Rutter Baer, CFP. Ms. Baer, a graduate of Albion College, has been involved in the financial services industry since 1995. She is a member of the National Association of Personal Financial Advisors (NAPFA), the Financial Planning Association, and the Greater Lansing Estate Planning Council. When not working with clients, Beth enjoys travelling and seeing the world and the occasional round of golf.