Kar-Mel Financial Planners 

CONNECT

Address:

900 Third St Suite 202
Muskegon, MI 49440

Phone:

(231) 733-1122

Fax/Other:

(231) 715-3948

Products & Services

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:

Investments

  • Mutual Funds
  • Bonds
  • Common Stock
  • UIT's
  • ETF's
  • Traditional IRA
  • Roth IRA
  • Retirment Plans
  • Brokerage Accounts
  • Annuities
  • Transfer-in-Kind of existing assets

Financial Planning Areas

  • Retirement
  • Investing
  • Tax
  • College
  • Estate
  • Insurance
  • General Finances and Budgeting

Insurance

  • Life Insurance
  • Long-Term-Care Insurance