I am an experienced financial advisor who has been helping clients identify and achieve their financial goals, since 2003. I work closely with clients to ensure they understand the plans selected based on their unique and specific needs, while also building a strong personal relationship.
Are you facing change?
I do my finest work with those undergoing or seeking change, even a change in financial advisors. Uncertainty is a part of life. It is my job to help my clients navigate through all the "noise" and make informed financial decisions.
If you are tired of "broker-ease" and being talked "at", I invite you in for a no obligation consultation. I will help you understand what you have, while learning about you and your goals, and will prepare recommendations that are best suited to you.
I work with local tax and legal professionals to put together a comprehensive plan that takes your tax and estate planning needs into consideration. If you already have these professional relationships in place, I am happy to coordinate with your accountant and/or attorney, so we are all working together on your behalf. One of my passions is educating and empowering women and I especially enjoy providing educational experiences for groups of men and/or women.
MISSION STATEMENT: Anita
Ritter Financial is an independent, full-service, financial firm dedicated to
educating, empowering, and guiding our clients to help them achieve their
financial objectives. With integrity and compassion, we partner with you to
form and implement a comprehensive financial plan that reflects your personal
Call 269-492-9701, today, for a no obligation initial consultation. There is no cost for the initial meetings and all fees will be disclosed prior to the engagement of services.
Anita Ritter Financial is an independent, full service financial firm dedicated to helping our clients reach the financial goals they work hard to achieve. We partner with you to develop and implement a comprehensive financial plan that reflects your personal goals.
At Anita Ritter Financial, we provide expert assistance in the following areas: Investments, Financial Planning and Insurance