Mark is a financial planner specializing in working with young professionals farmers and business owners, but does work with clients in all different stages of their financial life. He has been serving clients in the Tri-City and Thumb area for just over 10 years. Mark grew up on a family farm and continues to help manage the financial operations of his family's business.
He understands that while technical knowledge is important in running a successful small business or farm; understanding the dynamics between family and partners is equally important. He has unique experience aiding clients in transitioning out of the business while ensuring the family legacy is protected.
He understands that while technical knowledge is important in running a successful small business or farm; understanding the dynamics between family and partners is equally important. He has unique experience aiding clients in transitioning out of the business while ensuring the family legacy is protected.
Services
When it comes to farm transition planning in Central Michigan & Thumb, or anywhere else for that matter, you need to find someone who not only understands the complexities of the process but can also help you make the best possible financial decisions along the way. Our founder, Mark Recker, grew up on a small farm in Ubly, Michigan and knows that being a farmer presents its own special set of planning challenges.
As one of the premier fee only financial planners in the Central Michigan & Thumb areas, Recker Financial prides itself on its holistic approach to the planning process. This unique approach allows our advisors and clients to be more engaged in the process, with access to the most up to date information via our cloud based financial planning portal.
Our comprehensive tax planning services involve working with you to gain an understanding of your current tax situation and projecting how the changes we make to help you achieve your goals will impact your tax return for the coming year. That way there are no surprises come tax time. We will work with you to develop a customized plan to manage your tax bracket in both the current year and into retirement.
At Recker Financial, we believe the investment process and your portfolio should be connected to and driven by the personal goals and values of your financial plan. It should be sophisticated, yet not complicated. We also believe in the power of expertise and providing our clients access to some of the best investment minds in the business.
During the insurance management and planning process, we work with you to determine the appropriate amount and type of insurance to meet your goals. With our advanced tools we can illustrate the impact an insurance policy can have on your financial situation in less than a minute, so you'll know right away if you have too much or too little coverage.
Reviews
Be the first to review Recker Financial.
Write a Review