Family Life Financial Planning
8350 Tyler Boulevard, Mentor, OH 44060
Location & Phone number
8350 Tyler Blvd, Mentor, OH 44060, United States
About the Business
Family Life Financial Planning, located at 8350 Tyler Boulevard in Mentor, Ohio, is a finance institution dedicated to helping individuals and families remove financial obstacles and stress in order to live Christ-centered lives. Specializing in Christian financial planning, the institution helps clients determine their values, set life goals, and create a personalized plan to align their finances with their beliefs.
As fiduciaries, the team at Family Life Financial Planning is committed to always providing advice that is in the best interest of their clients. Unlike other advisors, they are always fiduciary and do not receive commissions for selling financial products. Instead, they work with clients to create and manage a comprehensive financial plan to help them reach their goals.
Services offered by Family Life Financial Planning include ongoing financial planning, one-time services, and stand-alone investment management. The team also provides assistance with retirement planning, college savings, tax planning, and investment strategies. Their goal is to help clients spend less time worrying about finances and more time living a meaningful life.
With a focus on stewardship and generosity, Family Life Financial Planning takes a Biblical approach to personal finance, helping clients maximize their resources while following timeless principles. They also provide resources on tax changes, legal challenges, and other financial topics to keep clients informed and empowered in their financial decisions.
Family Life Financial Planning, LLC is a registered investment advisor offering services in Ohio and other jurisdictions where exempted. Clients can expect personalized, professional assistance in creating and implementing a financial plan that aligns with their values and goals. Contact Family Life Financial Planning today to schedule a consultation with their team.
Photos
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 4:00 PM
Saturday:
9:00 AM - 12:00 PM
Sunday:
Closed
Reviews
"Recently I have referred several clients to Michael and each has called me later to thank me. He has provided a wealth of information and I will continue to refer clients! Michael is a very honest and professional guy."
"Great experience! Saved me hundreds on my monthly student loan payment and created an achievable plan for our financial future. Couldn't recommend more."
"Michael with family financial planning is one of the most trust worthy and reliable financial planners you can depend on. You can go into a meeting with him knowing he is there to look out for you and better you and your situation. He has helped me with financial planning for my business and one of my best friends to help with student loan debt; I sent her to him knowing he would take care of her and look out for her best interest! I highly reccomend!!!"
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