Resilient Financial Planning
About the Business
Resilient Financial Planning, located at 236 1/2 East Front Street in Traverse City, Michigan, is a finance institution dedicated to providing personalized financial advice and planning services. Unlike other financial advisors who may prioritize selling specific products, Resilient focuses on creating customized financial plans tailored to each client's individual goals and needs. As an independent firm, Resilient is able to offer unbiased advice and explore cutting-edge investment strategies to help clients achieve their financial objectives. With a commitment to providing white-glove service, the team at Resilient is dedicated to being accessible and responsive to clients' needs. Whether you are planning for retirement, managing income, addressing tax concerns, or simply looking to improve your overall financial well-being, Resilient Financial Planning is the partner you can trust to help you navigate the complexities of financial planning with confidence and peace of mind.
Photos
Location & Phone number
236 1/2 E Front St, Traverse City, MI 49684, United States
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 - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"My experience is completely positive, I've learned so much and the advice and meetings have helped greatly. I would definitely recommend Trent's services, whatever directions you want to go."
"A great firm with resources to help you understand retirement planning with on-line courses and gives you some guidance as a do it yourself investor. I find Trent's on-line courses very practicial and it has helped me better understand the risks and trade offs of investments and how to stress test my portfolio to see how resiliant it will be in retirement. Their Co-Pilot program gives you additional access to 1 on 1 and group time to get questions answered and get some oversite of your plan."
"Trent is fantastic at what he does. He is very smart and a calming voice in uncertain times. He has helped our family’s financial future immensely. Highly recommend!"
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