At Financial Strategies Group we have one goal in mind. That is to provide the best possible experience for you, the client. We can achieve this goal in a number of different ways but always take the time to understand your expectations and objectives as well as continually advancing our education as advisors. We are proud to have 4 advisers who hold CERTIFIED FINANCIAL PLANNER® designation and 4 who hold the Chartered Financial Consultant® designation. We as a firm strive to provide the highest level experience for the client.
|Number of Years with Current Firm:||7|
|I work with the following types of clients:||Individual Investors, Businesses|
|Investment Types:||Mutual Funds, Exchange Traded Funds (ETFs), Bonds, Stocks|
|I can meet clients in the following ways:||At your office, Via phone, At my office, At your home, Video Conference|
Qualifications & Memberships
|Insurance and Annuity Licenses:||Life, Long Term Care|
Compensation and Fees
|Fee Structure:||Fee Only|
|Minimum Portfolio Size for New Managed Accounts:||$100,000|
|Compensation Methods:||Flat Fee, Hourly, Based on Assets|
|Bachelor of Science in Business Administration - Personal Financial Planning||
Central Michigan University
Kyle has been with the Financial Strategies Group since 2013. Before joining FSG, Kyle attended Central Michigan University. It was there that he graduated with a Bachelor of Science in Business Administration, majoring in Personal Financial Planning.. Kyle began his professional career as a Financial Adviser at Edward Jones Investments. His passion for pursuing education above the standard can be attributed to Zig Ziglar's "Success is when hard work meets opportunity". Today, he is a part of an elite group of financial professionals that has the CERTIFIED FINANCIAL PLANNER practitioner and Chartered Financial Consultant designations.
Kyle resides with his wife, Mackenzie and their two dogs, Paisley and Wrigley in Lansing, MI. He enjoys watching sporting events and outdoor activities such as hunting and fishing. As an advisor, Kyle works to maintain genuine, long-lasting relationships as he believes trust and familiarity is a crucial element for his clients to avoid financial pitfalls and reach their financial goals.
|Mon.||8:00 AM - 5:00 PM|
|Tue.||8:00 AM - 5:00 PM|
|Wed.||8:00 AM - 5:00 PM|
|Thu.||8:00 AM - 5:00 PM|
|Fri.||8:00 AM - 5:00 PM|