At Zhang Financial in Battle Creek, MI, we support our clients with fee-only wealth management services. Our comprehensive research and resources help us offer unbiased advice and assistance with a myriad of planning and investments opportunities. Our services include planning for overall protection, investment, employee stock options, and more. We also offer extensive continuing education and products to help you manage your finances. Our diverse advisory team consists of Certified Financial Planners, a Certified Public Accountant, and an attorney.
Services
Financial Position Analysis
Protection Planning
Investment Planning
Income Tax Planning
Retirement Planning
Estate Planning
Employee Stock Option Planning
College Planning Retirement Planning
401k
403b
Profit Sharing Plan
Defined Benefit Plan
Simple IRA
SEP
Roth IRA
Traditional IRA
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