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Don’t commit these financial planning errors

Business Next
October 21, 2016 1:30 PM

photo (9).jpgMichael Rogers, vice president communications for the Small Business Association of Michigan, chats with financial advisor Richard Feight about the financial errors that small business owners need to avoid if they want to be successful entrepreneurs. In December of 2007 Rich created IAM Financial to serve clients seeking objective, affordable, independent advice. Prior to this, Mr. Feight was an investment advisor representative of Creative Financial Design, where he was responsible for the selection of securities used in, and management of, asset allocation portfolios for numerous client accounts.

His career began as a registered representative of Vestax Securities Corp. where he was a fee-based advisor. Rich was also licensed in the state of Michigan with Jackson National Life to advise and sell life insurance. Rich is a graduate of Michigan State University where he received his degree in Finance. Rich has earned the Certificate of Financial Planning from The College for Financial Planning in Denver, Colorado that was comprised of intense graduate level classes grounding him in the various foundations of financial planning. He is a CFP® (Certified Financial Planner®) since 2001, meeting the experience, education requirements and passing the two-day, 10 hour exam, making him one of the few in the country who hold the designation.

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