IAM Financial, LLC
I help self-employed business owners and professionals organize their finances so that they can retire on time.
Helping self-employed business owners and professionals organize their finances so that they can retire on time.
Making you aware of your finances NOW so you can make conscious choices to get where you want to be.
For most, that’s the dream of retirement. Beyond retirement, the next level is raising your awareness around money so you can live with purpose.
Among independent financial advisors, Mr. Feight is one of the most well known and highly respected “Fee-Only” financial planners. Since 1997, Rich has dedicated his career to offering low cost “Fee-Only” comprehensive financial planning and investment advice. Rich assists his clients in organizing their finances so that they can retire on time.
In December of 2007 Rich created IAM Financial to serve clients seeking objective, affordable, independent advice. Prior to this, Mr. Feight was an investment advisor representative of Creative Financial Design, where he was responsible for the selection of securities used in, and management of, asset allocation portfolios for numerous client accounts. His career began as a registered representative of Vestax Securities Corp. where he was a fee-based advisor. Rich was also licensed in the state of Michigan with Jackson National Life to advise and sell life insurance.
Rich is a graduate of Michigan State University where he received his degree in Finance. Rich has earned the Certificate of Financial Planning from The College for Financial Planning in Denver, Colorado that was comprised of intense graduate level classes grounding him in the various foundations of financial planning. He is a CFP® (Certified Financial Planner®) since 2001, meeting the experience, education requirements and passing the two-day, 10 hour exam, making him one of the few in the country who hold the designation.
Rich became an Enrolled Agent with the Internal Revenue Service in January 2011. An Enrolled Agent is a federally authorized tax practitioner who has technical expertise in the field of taxation, and who is empowered by the Department of Treasury to represent tax payers before all administrative levels of the Internal Revenue Service for audits, collections, and appeals. Only Enrolled Agents, attorneys and CPAs may represent taxpayers before the IRS.
Since 2004, Rich has subscribed to the stringent and mandatory annual educational hours, experience, and code of ethics to meet the requirements to be a NAPFA Registered Financial Advisor. Out of the 800,000 individuals in the country who claim they are financial advisors/planners, fewer than 2,000 in the country qualify for the membership; Rich is one of them.
Rich currently services on the Small Business Association of Michigan's Strategic Communications Committee and the Meridian Commercial Recycling Group's Committee. Rich is a past President and Chairman of the Board of the Financial Planning Association (FPA) of Michigan . The FPA of Michigan is one of the largest and most influential of the FPA chapters in the country. Rich is also a past President for Transportation Toastmasters Club 4776 downtownLansing where he enjoys building on his speaking skills . He has been quoted in both local and national media from Noise Magazine and the Lansing State Journal, to CNBC, and Bloomberg, and industry news publications such as Investment News and Financial Advisor Magazine. Rich enjoys public speaking and has spoken at industry educational meeting, high schools, executive investment clubs, AARP conferences, and business educational seminars for companies looking to educate their employees. Rich views his role as a Fiduciary for his clients as the single biggest key to any planning relationship and strives to provide the most competent, unbiased and objective advice in the financial planning profession today.
Richard Feight is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is the country’s 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
IAM Financial, LLC is a low-cost, fee-only, financial planning firm dedicated to helping self employed business owners and professionals organize their finances so that they can retire on time. They do this using simple, fundamental planning strategies such as:
- Pay Yourself First
- Live Debt (Stress) Free
- Create a (Plan) Vision
- Focus on (Net) Worth
And investing strategies such as:
- Low Cost Investing
- Tax Conscious Investing
- Passive (Index) Investing
- Asset Allocation
- Reduced Volatility
- Buy & Hold Investing with Opportunistic Rebalancing
To learn more about IAM Financial's services go to http://www.iam-financial.com/services/.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- Tax Planning
- Retirees and Near Retirees
- Business Owners and Executives
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Richard Feight is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Richard Feight is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® 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.
Richard Feight is an Enrolled Agent with the IRS (Learn More)
An enrolled agent is a federally authorized tax practitioner empowered by the U.S. Department of the Treasury to represent taxpayers before the Internal Revenue Service. Enrolled agent status is the highest credential awarded by the IRS.
Contact Richard Feight
250 Monroe NW
Grand Rapids, MI 49503
333 Albert Ave
East Lansing, MI 48823