Caleb - Retirement & Financial Fiduciary

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Introduction

Financial / Retirement planning is my passion. A true financial professional has a holistic view of a clients total financial picture including Tax Planning, Estate Planning, Income needs, and investment management. I believe in getting to know my clients on a truly personal level, then helping them navigate the ever expanding world of finance. To me a great working relationship involves transparency, collaboration, and communication. If you also value these qualities, I look forward to working with you and accomplishing all of your financial dreams and goals.

Overview

Serves Troy, MI

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License verified

4 employees

11 years in business

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This pro hasn't listed their business hours.

Payment methods

This pro accepts payments via Apple Pay, Cash, Check, Venmo, and Zelle.

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Reviews

Customers rated this pro highly for professionalism, work quality, and responsiveness.

Exceptional 5.0

17 reviews

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Read reviews that mention:

Ron P.

3 weeks ago

I took Caleb’s retirement class at Walsh College and it was great. Caleb’s knowledge of taxes, estate planning, and investments is very impressive. I learned so many valuable things from this class I now feel informed and prepared for retirement. Caleb also worked with me to build a full financial plan that my wife and I are very happy with. We felt truly understood and taken care of. There is a lot of conflicting information out there, and Caleb helped simplify it all and helped us understand it. I would highly recommend Caleb for financial planning.

Julie S.

1 month ago

I was searching for a new financial advisor after my recent divorce. I interviewed several different advisors and I ultimately chose Caleb because he covered areas of my finances that no other advisor was talking about. We worked on putting together my financial plan and I have never felt this confident with my finances. Caleb was great every step of the way.

Mary T.

7 days ago

I lost my husband about a year ago. He was the financial expert and took care of everything. When he passed I felt an overwhelming sense of fear that I could not handle this on my own. I got referred to Caleb by a friend, and I am so glad that I did. Caleb has been a shining light and has given me peace of mind about my finances. I could not have gotten everything organized without him. I now have a financial plan in place, and don’t have to worry about making mistakes with him as my advisor. He is also always there when I need him.

John R.

Jan 20, 2025

Caleb is a very thoughtful, and knowledgeable advisor. I would recommend him for financial planning, and retirement planning. He is great to work with.

Rex B.

Jan 15, 2025

I have managed my own portfolio for a while now, and I have done ok. I am about to retire in a couple of months and I wanted someone to look everything over and make sure I wasn’t missing anything. When I first met with Caleb he brought up a few points about taxes in retirement, and estate planning that I was not thinking about. We worked together to get a retirement plan in place, and I now feel more confident than ever. I am looking forward to working with Caleb long into my retirement.

Credentials

License

License Type: Investment Adviser Representative (MI)

License verified on 11/7/2024

Background Check

Caleb Marsh

FAQs

What should the customer know about your pricing (e.g., discounts, fees)?
I have two pricing structures: 1. A Flat fee for a one time Personal Financial Plan. Or 2. An annual fee for Investment Management and an ongoing Advisory relationship.
What is your typical process for working with a new customer?
I have a very detailed process for working with a new client. This process is carried out in a three step process. 1. Discover / Get to Know Each other - This is our initial meeting where I get to know you, and you get to know me. We will discuss what is on your mind, and how I can help you. 2. If we decide it is a good fit, and I can indeed help you. We would move forward to step two which is the Financial Planning Phase 1. This is where I would need a deeper dive of your finances, and your goals. We would work together to construct a personal financial plan that is holistic and incorporates all aspects of your financial picture 3. The last step if we enter into a professional relationship is the ongoing advisor relationship, and making sure that our Financial Plan is always up to date. This is a long term relationship of done correctly. Any other questions on this please let me know.
What education and/or training do you have that relates to your work?
I am a Certified Retirement Planner, as well as an Independent Fiduciary. I have worked in Financial Planning for over 10 years, and I have seen it all.

Caleb - Retirement & Financial Fiduciary

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