Financial Planning

 Start Planning for Your Future Today 

Work with our financial planning specialists in Kalamazoo, MI area and surrounding areas

It’s never too late to start thinking about your financial future. If you’re ready to create a tailored plan based on your goals and aspirations, Gasaway Investment Advisors can help. Our financial planning team has decades of experience helping people throughout Kalamazoo, MI and the surrounding areas develop effective, step-by-step plans. 

We look forward to giving you the guidance you need to build toward a financially secure future. Get in touch with us today for more information about our financial planning services. 

 Why Create a Plan?

Creating a financial plan serves as a pivotal strategy for alleviating apprehensions surrounding goal fulfillment. You’ll have a clear roadmap to follow as you work to achieve your aspirations. Our financial planning team can help you take the guesswork out of saving and investing by making sure you have an easy-to-understand plan. 

 How Can You Benefit 

A financial plan instills a sense of direction and purpose in life, offering clarity amidst the complexities of personal finances. Studies have shown that 52% of households that have a written financial plan save 10% or more of their income, compared with 36% of those that do not. Taking the necessary steps to plan for a brighter future proactively can foster confidence in building financial freedom. 

 How We Can Help 

Our team of dedicated professionals will collaborate with you to create a financial plan that’s tailored to your specific goals and aspirations. We’ll go above and beyond to provide consistent communication and guidance as we work to support you toward your goals. Since we offer comprehensive financial planning services, we have solutions to accommodate any need. 

Our approach includes four pillars of plan development: 

• Discovery 
• Strategy 
• Implementation 
• Measurement 

Tailored Approach 

Everyone has unique needs for their financial future. That’s why we offer personalized services for each client. Based on your current situation and goals, you’ll be able to choose between three tiers of plans...

• Economy - For those embarking on their financial journey, this plan provides a solid framework for cultivating essential knowledge and skills, laying the groundwork for a successful financial journey. 
• Enhanced - As individuals engage in a more thorough assessment of their financial horizon, this plan implements structured strategies to strengthen their financial objectives. 
• Exclusive - This plan offers a comprehensive approach to addressing all aspects of your financial well-being. It is dedicated to incorporating advanced planning techniques aimed at building a more impactful future.