MEET YOUR TEAM HOW WE HELP LEARNING CENTER FREE DOWNLOADS GET IN TOUCH CLIENT LOGINS Confidence & Clarity Come From Having a Plan SOLUTIONS GETTING STARTED VALUES Planning, Investing and Simplicity Is at the Heart of What We Do For Our Clients Since you’re taking the time to read this content, we want it to be easy for you to find what you’re looking for. So, allow us to ask, “How may we help you?” We’ve found that we can typically bring the most value to those who have accumulated $500,000 or more in investable assets. Through comprehensive wealth planning and in-house investment models designed to address your needs, our team is dedicated to bringing financial clarity and personal confidence to your life. To learn more about the special way we service our clients, click one of the options below. To schedule a meeting click “Getting Started” or to read our “Client Bill of Rights” (what you can expect in doing business with us) or our Fiduciary Pledge, click the “Values” buttons above. Our Services Include Investment Management Financial Planning Retirement Planning Insurance Planning Manistee Office 331 First Street PO Box 396 Manistee, MI 49660 Phone: (231) 723-8373 Fax: (231) 723-5588 Toll-Free: (800) 828-6655 Grand Rapids Office 1500 E Beltline SE Ste 205 Grand Rapids, MI 49506 Phone: (616)512-9229 Fax: (231) 723-5588 Securities offered through IFP Securities, LLC, dba Independent Financial Partners (IFP), member FINRA/SIPC. Investment advice offered through IFP Advisors, LLC, dba Independent Financial Partners (IFP), a Registered Investment Adviser. IFP and Callesen Wealth Management are not affiliated. The information given herein is taken from sources that I FP Advisors, LLC, dba Independent Financial Partners (IFP), IFP Securities LLC, dba Independent Financial Partners (IFP), and its advisors believe to be reliable, but it is not guaranteed by us as to accuracy or completeness. This is for informational purposes only and in no event should be construed as an offer to sell or solicitation of an offer to buy any securities or products. Please consult your tax and/or legal advisor before implementing any tax and/or legal related strategies mentioned in this publication as IFP does not provide tax and/or legal advice. Opinions expressed are subject to change without notice and do not take into account the particular investment objectives, financial situation, or needs of individual investors. Powered by Twenty Over Ten