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

14 reviews

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Read reviews that mention:

Daniel H.

2 weeks ago

My wife and I started our own business two years ago. After two years we started to generate some really good revenue. We sought out and interview several advisors before ultimately going with Caleb. His financial planning skills, and business acumen was very evident from our first meeting. He has a wealth of knowledge in both areas. Since we have started working with Caleb we feel a great sense of peace, and we know our financial plan will get us to where we want to go. Caleb is always there for us when we need him, and we would highly recommend him.

Matt M.

3 weeks ago

Caleb is a true holistic advisor. He is proficient in Financial planning, Estate planning, and tax planning. My wife and I were impressed with the quality and depth of Caleb’s analysis. We are very happy to be working with him, and would highly recommend his services.

Ron L.

1 month ago

I had worked with my financial advisor for many years. But he recently had to retire, and I am in my 70’s. I started looking for a new advisor and had a hard time meeting one that I connected with, and felt I could trust. When I met Caleb for the first time I immediately felt a sincere connection, and that he really cared about my needs. He took the time to understand my wants and desires, and I feel very grateful to have found him. Caleb was able to pick up right where my previous advisor had left off. I would highly recommend Caleb as a Financial Advisor.

Dan F.

3 weeks ago

During the last year I made some Investment decisions based on emotions and it led me to not do very well with my nest egg. I set up a meeting with Caleb to go over my current portfolio. He helped me see that I was taking more risk than I was comfortable with, and that lead to some of my rash decisions. We put together a plan that I feel confident I can keep on track with. I am really glad I met Caleb, and that I have someone to rely on.

Michael F.

2 weeks ago

I had been with my financial advisor for years, but I felt as though I was not getting enough from him. It was always about stocks, and returns. He would not talk to me about taxes, or any other topics I kept bringing up. When I first met with Caleb he asked me several questions that my advisor had never asked me, and we uncovered pieces of my current financial plan that needed some tending too. I have been working with Caleb now for over a year and I couldn’t be happier.

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 ongoing an 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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