Your Financial Plan = Your Unique Needs
You don’t live a cookie-cutter life. Why should your financial plan be like everyone else’s? We’ll help you develop a customized plan that puts your unique needs first.
Bring Your Retirement Into Focus
Deciding how you'll finance your retirement lifestyle takes time and strategic planning. No matter where you are in the process, our customized planning can help you realize your vision.
Time-Tested Approach
Since 1972, we’ve been helping mid-Michigan families plan their financial futures by creating agile plans based on their risk tolerance and investment time horizons.
Wealth services are offered through Isabella Bank. Most wealth products are not insured by FDIC, are not a deposit or other obligation of, or guaranteed by, the depository institution, and are subject to investment risk including possible loss of the principal amount invested. Isabella Bank and its representative do not offer legal or tax advice. Please consult an independent tax advisor or attorney for more information.
Securities are offered through Raymond James Financial Services, Inc. member FINRA/SIPC. Securities are not insured by bank insurance, are not deposits, obligations or guaranteed by the bank and are not insured by the FDIC or any other government agency and are subject to risks, including the possible loss of principal. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Isabella Investment Services, Isabella Wealth, and Isabella Bank are not registered broker/dealers and are independent of Raymond James Financial Service, Inc.