Financial Advisor in Union City, MI
Wealth management for Union City families
Union City straddles the Branch–Calhoun county line where the St. Joseph River valley is still working farmland — and where households mix farm income, factory paychecks from Coldwater and Battle Creek, and small businesses on Broadway Street.
We help Union City families plan across those mixed incomes: retirement accounts scattered among past employers, land and equipment on the balance sheet, and the estate questions that come with both.
About 25 minutes from our Marshall office via M-60. ZIP code served: 49094.
Planning realities we know in Union City
Mixed farm-and-paycheck households
One spouse farms, the other commutes — two tax situations, two retirement tracks, one household. We plan them together so the pieces support each other instead of colliding at tax time.
Old 401(k)s from area plants
Careers through Coldwater, Battle Creek, and Three Rivers plants leave accounts behind at every stop. We gather, consolidate, and put them on one drawdown plan.
Passing down the operation
River-valley farms carry generations of basis, debt, and family history. Our CPA-and-planner team structures successions that keep the operation viable and the family intact.
Services for Union City households
Questions we hear from Union City
How often would we actually meet?
Typically two scheduled reviews a year plus whenever something changes — by phone, video, or at the Marshall office 25 minutes away. You are never waiting on an 800 number.
Can you help us catch up if we started saving late?
Yes. Catch-up contributions, tax-smart account choices, and realistic income modeling can move the needle meaningfully in the last 10–15 working years. The key is starting the plan now.
Is the first meeting really free?
Yes — no fee and no obligation. We would rather you meet us and decide clearly than wonder.
Talk with an advisor about Union City
Tell us a little about your situation. We'll follow up within one business day.
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