Premier Financial Planning is an Independent Financial Services firm, located in Brighton, Michigan and is owned and operated by Kathleen L. Aksten. Premier Financial Planning assists individuals with an investment strategy that is tailored to match their unique investing needs with ongoing services, tools and a core research team to make the difference!
Just about everyone has a different opinion on how you should invest or manage your money. With so much contradictory advice, you may have a hard time confidently deciding what will work for your personal situation. Every person is unique and has their own definition of financial independence, which means no one financial strategy fits all.
Just about everyone has a different opinion on how you should invest or manage your money. With so much contradictory advice, you may have a hard time confidently deciding what will work for your personal situation. Every person is unique and has their own definition of financial independence, which means no one financial strategy fits all.
Services
You might think that what Premier Financial Planning offers can be found at any other firm. But we like to believe that everything from principles to history make Premier Financial Planning different from the rest. Our team has over 60 years experience in the financial and insurance industries that creates a unique viewpoint to each client's needs.
Kathleen L. Aksten has been working in the financial industry since 1981. She is a Registered Representative and an LPL Investment Advisor Representative (IAR). She is a Accredited Investment Fiduciary who meets the requirements established by the Center for Fiduciary Studies. She maintains and exceeds the minimum continuing education standards required to maintain her life insurance license and securities registrations.
PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites.
Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site.When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.
Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site.When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.
Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.
Where will your retirement money come from? If you're like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.
Reviews (2)
Mary Litchfield
Jan 19, 2022
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Arthur Anderson
Nov 14, 2018
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Was never able to talk with the financial advisor here. Would ask about investment strategy and go months without hearing anything back, then, when I reach back out, they can only schedule an appointment a month out. They transitioned from one account to another, but instead of transferring funds, as they told us they would, they sold all our assets and re-bought them in the new account causing a massive tax liability where there should have been none. Completely unapologetic about it after the fact as well. My credit union recommended Premier and it really is unfortunate. I would have been better
