Why Use This Tool?

FPA PlannerSearch Participants:

Home > Financial Planner Directory > Michigan > Ann Arbor > H. Todd Kephart, CFP®/ChFC/CMFC/CRPC
Find the Certified Financial Planner™
Who's right for you.

H. Todd Kephart, CFP®/ChFC/CMFC/CRPC

Retirement Income Solutions, Inc.

455 E Eisenhower Pkwy
Ste 300
Ann Arbor, MI 48108
Phone: (734) 769-7727
Fax: (734) 662-6680

Toll-free: (800) 360-1953
 Web site

Print Profile

View Map

Get Directions

Save to Saved Planners

Household Income Minimum: $0
Investable Asset Minimum: $250,000

Specialties
  • 401(k)/403(b)/IRAs
  • Investment Management
  • Retirement

 

Foreign Languages
  • English

 

About My Practice

 

Experience

http://www.risadvisory.com/who_we_are/our_team/h_todd_kephart

 

Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 65
Designations & Certifications
  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Other - CLU, CMFC, CRPC

 

How Planner Charges

Considerations: RIS's seven advisors have over 100 combined years of experience and we now manage over $870 million dollars for more than 800 clients, half of whom work at the U of M or EMU where we are able to actively manage the U retirement plan assets

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.