Financial Planners in Portage

“Brian has an intelligent approach to secure not only your finances, but dives deep into what is important to you and your family. I highly recommend him!“

“The LVM team is extremally helpful with financial planning. Tyler and Chuck took a lot of time to educate me and make sure that I understood the conversation and had all of my questions answered. Wonderful customer service and expertise.“

“I so appreciate everyone on the Beyond Financial Team! Their professionalism, expertise, and understanding run deep! They are a pleasure to work with, always respectful and willing to answer my questions. Great people!“

“Great company, great people. They listen to your concerns and map out a solid plan to secure your financial future. They keep an eye on the market and recommend tweaks as necessary so you don't have to, and provide a comforting synopsis when the market gets turbulent. We trust them explicitly!“

“I loved working there. The job was not a good fit for me however. Very lovely people and sincere with their business. They care about their clients. I'd recommend working with them. Unfortunately I had to choose another group because I was short of their minimums and needed face to face assistance.“