Yes.
As a CFP® professional and an AAMS® professional, I am held to the fiduciary standard of ethics for both organizations.
Read more about the CFP® designation
Read more about the AAMS® designation.
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Serving clients in West Michigan and beyond…
Alamo • Almena • Bangor • Baroda • Benton Harbor • Berrien Springs • Bloomingdale • Bridgman • Coloma • Comstock • Covert • Decatur • Douglas • Dowagiac • Eau Claire • Fennville • Galesburg • Glendale • Glenn • Gobles • Grand Junction • Hamilton • Hartford • Keeler • Lawrence • Lawton • Marcellus • Martin • Mattawan • Otsego • Parchment • Paw Paw • Plainwell • Portage • Pullman • Richland • Saugatuck • St Joseph • Schoolcraft • Scotts • Shelbyville • Shoreham • South Haven • Stevensville • Texas Township • Three Rivers • Vicksburg • Watervliet • and virtually across the county…
Advisory services offered through LaSalle St. Investment Advisors, LLC (LSIA), a Registered Investment Advisor. Securities offered through LaSalle St. Securities, LLC (LSS), member FINRA/SIPC. 310 Wealth Planning is not affiliated with LSIA or LSS.
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