Financial Planning in Action

It's been a privilege to have another great intern with us this summer!  James Neville (MSU) walks us through a financial planning process for two hypothetical clients in this video.  Among other things, our hypothetical clients Rick and Jenna James ;) learn how taxes aren't always what they seem and how a few adjustments will enhance their chances of success during retirement!

We really enjoyed working with James.  After a busy summer that brought him to both the OnTrack office in Canton, Michigan in addition to a traveling to India, James will be heading to East Lansing to finish his senior year. Should James decide to make financial planning a career, we know he will do a great job for his clients!