Recker Financial

Recker Financial is a fee-only financial planning firm serving individuals and families in the Tri-City and Thumb areas of Michigan. We specialize in helping people achieve their financial goals through personalized advice and customized plans.

Our Mission

Our mission is to empower individuals and families to make informed financial decisions and achieve financial success. We believe that financial planning is a collaborative process, and we work closely with our clients to understand their unique goals and circumstances.

How We Can Help

We offer a comprehensive range of services to address a variety of financial needs, including:

Financial Planning

• Comprehensive financial plans tailored to your individual goals and circumstances
• Cash flow and budgeting strategies
• Retirement planning and investment strategies
• Estate planning and insurance review
• Debt management and consolidation

Specialized Services

• Farm Transition Planning: Assisting farmers in planning for the transition of their farms to the next generation.
• Student Loan and Debt Management: Developing strategies to manage and repay student loan debt effectively.
• Employee Benefits Planning: Consulting on employer-sponsored retirement plans, health insurance, and other employee benefits.

Our Team

Our founder, Mark Recker, is a certified financial planner (CFP) with over 10 years of experience in the financial services industry. He understands the unique challenges faced by individuals and businesses in the Tri-City and Thumb areas and is committed to providing personalized and accessible financial guidance.

What Sets Us Apart

We believe in:

• Transparency: We are a fee-only firm and do not accept commissions from product companies.
• Technology: We utilize the latest financial planning software and technology to ensure accuracy and efficiency.
• Accessibility: We offer flexible scheduling options to accommodate your busy lifestyle.
• Client-centered approach: We prioritize your needs and work collaboratively with you to achieve your financial goals.

Contact Us Today

If you are looking for personalized, comprehensive financial planning from experienced professionals, contact Recker Financial today to schedule a consultation.