Brian Face
CFP®, CRPC®
Face 2 Face Financial Planning
Owner
Brian Face
CFP®, CRPC®
Face 2 Face Financial Planning
Owner
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Brian Face, CFP®, CRPC®
Fee-Only financial planner located in Portage, MI, serving clients locally and across the country
Brian Face is a Portage, MI fee-only financial planner. Face 2 Face Financial Planning provides comprehensive financial planning, investment management, and one-time planning services to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Brian Face is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
I’m Brian Face, a Financial Planner and founder of Face 2 Face Financial Planning. Over the last 10 years I’ve helped my clients simplify the complex topic of finances, allowing you to focus on living and enjoying life knowing that your financial future is on track.
I believe my strength and focus in finance comes from being a devoted husband and father, as well as, a proud Western Michigan University Alumni. I grew up in the Kalamazoo area and now live with my family in Portage, MI. I also love watching college football, playing hockey, and giving to the community.
Brian Face is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
A Fee-Only firm focuses on conflict-free advice by not accepting any commission or kick-backs. I act as a fiduciary 100 percent of the time, which means I must serve my clients interest first. I founded Face 2 Face on a vision that started when I was a young teenager. My father used to take me to factories so I could watch him give financial education seminars to factory workers about their 401k options. That experience and my years of working for a large firm set my vision for wanting a firm that had no minimum asset levels. This gives me the ability to work with clients that want conflict-free advice on topics ranging from college planning to their 401k and all the way up to their retirement. I wanted to make a firm that was different. That’s why I built a firm to serve not only those who are retired, but also the 30, 40 and 50 year olds who want help along the way. I saw from working at larger firms that clients would come to me at retirement and they would have the money that they have, which may or may not have been enough. I felt that if I could help them earlier to make small changes, their future retirement would be in a much better place. This is why I offer different options, from hourly planning to full comprehensive financial planning.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Brian Face is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Brian Face is a Chartered Retirement Planning Counselor℠ (Learn More)The Chartered Retirement Planning Counselor℠ or CRPC® designation is a premier retirement planning credential. The CRPC® program covers all aspects of the retirement process in a single comprehensive program with no product or advising biases.
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Brian Face is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Brian Face is a Member of the XY Planning NetworkThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
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Brian Face is Quoted on Business Insider: "A financial planner explains where to keep your money if you want to buy a home in the next few years - and where not to"
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Brian Face is Featured on Business Insider: "A financial planner says the best way to save for retirement depends on your answers to 2 questions"
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Brian Face is Featured on Business Insider: "A financial planner says most people fall into one of 2 categories, and the key to paying off debt is moving from one to the other"
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Brian Face is Quoted on CNN Money: "How much diversification is too much?"
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Brian Face is Interviewed by WWMT West Michigan: "New tax laws change holiday charitable donations"
Contact Brian Face
Office Locations:
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7950 Moorsebridge Rd
Suite 203
Portage, MI 49024
