Plan 4 Financial Design

CONNECT

Address:

4037 South Westnedge Ave.
Kalamazoo, MI 49008

Phone:

1-800-600-2554

Fax/Other:

269-552-4295

Dennis Starbuck

Dennis Starbuck

CFP®,CFS Principal and Founder

Dennis specializes in wealth management for retirees and pre-retirees nearing retirement. He is knowledgeable in helping clients invest for income and growth in their portfolio with an overriding emphasis on risk management. He advises client on IRA strategies to help maximize distributions and avoid the pitfalls and mistakes made by many retirees. Over more than 27 years, Dennis has assisted over a thousand clients to help plan to achieve their investment and income goals. His experience and knowledge has guided his clients towards a comfortable retirement with a reliable income, while protecting their estates from the threats of long term disability, inflation, and taxes.

Dennis is a Certified Financial Planner™ and Certified Fund Specialist. For many years he has been a member of the Top of the Table of the Million Dollar Round Table®. Along with his financial planning practice, Dennis has instructed retirement planning courses in schools systems, corporations, and community education programs.

Dennis is the Registered Securities Principal and founder of Plan 4 Financial Design. He began Plan 4 Financial Design in 1994. Since then Plan 4 Financial Design has become a community leader in quality financial planning education and advice.

Dennis resides in Portage, MI with his wife Terri. Terri and Dennis have two adult daughters and three grandchildren.

Phone 269-552-4200
Fax 269-552-4295