The Wiser Way to Plan Your Future

R.B. Wiser & Associates is Kalamazoo's oldest and largest financial planning* firm. Since 1960, families throughout west Michigan have trusted our experienced team of professionals to help them achieve their financial goals.

From retirement planning and education funding, to wealth management and insurance, we can provide the expert advice you need to help secure your financial future.

We invite you to learn about the financial planning* services at R.B. Wiser & Associates. We offer a wide variety of investment options to help you maximize your assets. Check back often as we continue to expand our services to meet your needs, and for our latest news.

Whether you are 25 or 65, now is the time to begin planning your financial future. Call us or email to schedule a free initial consultation.

The Wiser Way to Plan Your Future

Robert F. Campbell*, CPA, CFP^®, assists clients in meeting their unique retirement goals and objectives. Careful planning is required on an individual basis to determine asset allocations that will help reduce risk and maximize return opportunities. Determining where to invest a client's assets is based on independent and unbiased analysis. Careful planning is also taken in determining tax efficient ways to withdraw the client's retirement assets to help minimize tax liability. Ongoing portfolio analysis and meeting with clients is key to meeting each client's retirement goals and objectives.making sure the Golden Years can truly be Golden.

The Wiser Way to Plan Your Future

Clinton K. VanLinder*, CFP^®, CPA, analyzes client accounts considering total tax adjusted returns, risk management and overall client needs. He has the ability to compare and utilize numerous tax-advantaged accounts to help meet the clients' investment circumstances. Clinton regularly reviews client accounts and is involved in the ongoing overall financial planning* process.

The Wiser Way to Plan Your Future

Wesley G. Lentz*, JD, CFP^®, has carefully guided clients' intent on securing the future through informed analysis and management of their assets. Wesley builds the investment process around you - your investment objectives, timeframe and comfort with risk. He is primarily involved in the managed account arena providing clients with direct access to institutional asset management consultants (specialists who provide focused asset management for many of the nation's wealthiest individuals and leading institutions). Wesley also performs ongoing objective research and thorough due diligence on asset managers and mutual funds he recommends. This is further supported by timely, far-reaching investment communication and commentary, regular portfolio review and comprehensive portfolio reporting.