Find financial planners in Traverse City

We believe everybody should have access to personalized advice on an as-needed basis regardless of the amount or location of their investments. The traditional model is broken. Big firms are fraught with conflict of interest as proprietary products and hidden fees often find their way into your portfolio. As a fee-only advisory firm that embraces the

For more than 20 years, IAM Inc. has been providing financial advice in the Traverse City, MI area to those who want to plan for retirement. Free yourself from the worries of what your retirement income is going to look like when you stop working. By planning for your retirement early, you can live in the now without worrying about tomorrow. Traditional