Richard T. Feight
(CFP®, EA)
This advisor specializes in the following areas of expertise:
- Ongoing Investment Management
- High Net Worth Client Needs
- Middle Income Client Needs
- Retirement Plan Investment Advice
- Investment Advice without Ongoing Management
- Tax Planning
Planning Specialties
Mr. Feight is a well known and highly respected Fee-Only financial planner. Rich specializes in low-cost, fee-only, comprehensive financial planning that helps clients organize and simplify their finances so that they can retire on time. Rich does this by using simple, fundamental planning strategies such as: * Paying Yourself First * Living Debt /Stress Free * Succeeding to Plan is Planning to Succeed ...and investment strategies such as: * Low Expense Investing * Tax Efficient Portfolios * Reducing Volatility (Asset Allocation) As more and more advisors are retiring, Mr. Feight's clients take solace knowing they have a qualified advisor that will put their interests first, and work for them for next 30 years.
Additional Information
Mr. Feight is a past President of the Financial Planning Association of Michigan (FPA®). With close to 600 members, FPA Michigan is one of the largest, most influential FPA chapters in the country, 75% of which are Certified Financial Planners® (CFP®'s). Mr. Feight obtained the CFP® at age 27 in 2001. At the time, fewer than 3% of the 55,000 CFPs were younger than age 30. In 2004 Mr. Feight joined NAPFA. Out of the 800,000 individuals in the country who claim they are financial advisors/planners, fewer than 1,600 in the country qualify for NAPFA membership. In 2011 Mr. Feight became an Enrolled Agent (EA) with the Internal Revenue Service, one of the few professional allowed to represent tax payers before the IRS. Along with being interviewed and quoted in local and national media, Rich enjoys speaking about personal finance for industry and non-industry educational meetings alike. Rich views his role as a Fiduciary to his clients as the most important quality to any planning relationship and strives to place the interests of his clients above all others. A graduate of Michigan State University with a Finance degree, Rich enjoys running, reading, and spending time with his family.
NAPFA Start Date
November 24, 2004
Industry Start Date
January 01, 1997