Just as a garden requires proper preparation, planting, nurturing and pruning in order to flourish, so do your finances.
Take the steps now to ensure peace of mind and enjoyment for years to come.
Whether for business finance or personal finance, Fritz Financial and Consulting Services offers personal service and satisfaction for clients in Southwest Michigan and Northwest Florida.
Personal Financial Planning
A complete review and analysis of your current financial services including, but not limited to:
- Money Management
- College Savings
- Retirement Planning
- Investments
- Mutual Funds
- 401k Rollovers
- Roth IRAs
- Life and Fixed Variable Annuities
Sue has the heart of a teacher and offers a complimentary review for you! She is is excited to see people empowered to take control of their finances, with a focus on the Dave Ramsey way!
Business Services
Fritz Financial & Consulting Services specializes in providing business and individual consultations.
- Tax advantaged planning
- Business transition plans
- Agricultural and closely held family business planning
With a BA in Business and MA in Organizational Leadership/Consulting, and seven nationally recognized industry designations combined with over 25 years personal business experience, Sue is considered by her peers as an expert in her industry.
Earning the Dave Ramsey Endorsed Local Provider for Investing in 2013, allows Sue to focus on a referral-only business model. She values your consideration and takes special care of any referrals from her client base and earned local professionals.
Since 2013, Sue has served as a Dave Ramsey Endorsed Local Provider. She has transitioned to the Michigan and Florida markets through the SmartVestor referral program. Sue is passionate about educating her clients to invest in the Dave Ramsey way.
