About Rich

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www.iam-financial.com

In December of 2007 I created IAM Financial, LLC to serve clients seeking objective, affordable, independent non-BIG BOX financial advice. After having worked in the business since 1997 I quickly realized that I didn’t want to have 500 clients like most brokerage houses push new advisors to do. They want to you get all your family and friends as clients before they tell you that you aren’t meeting quotas, and let you go.

So I spent some time volunteering on different boards and committees in various financial planning associations and quickly realized that the most successful advisors did a really good job for a small number of people. The problem is that since starting my company, I’ve had a lot of people ask me to work with them and it simply isn’t feasible. Especially given that my wife and I just had our 2nd child, Isabella Sophia, on December 18th, 2009.

Daddy's lil girl

My goal is to have 35 ongoing clients. That means 35 clients that I give highly personalized comprehensive financial planning and investment advice to. But I felt guilty not being able to help those clients just getting started that maybe cannot afford a good fee-only fiduciary advisor.

Enter Thinking Beyond Numbers

Blogging is my way of giving back. From the original intent of the internet, I get to share my ideas and resources found on the web with you for FREE. There is so much information out there that it really makes most basic brokers obsolete. The reason they are not is because most people don’t have the confidence, or time, to go it alone.

So browse my articles, utilize my FREE Tools, and check out my Library and you’ll get a pretty good idea what I’m about, and a lot of good advice from a fee-only fiduciary planner that many have to pay for. If you have any questions, shoot me an email.

Business Bio

Rich Feight

Rich is a graduate of Michigan State University where he received his degree in Finance. Rich has earned the Certificate of Financial Planning from The College for Financial Planning in Denver , Colorado that was comprised of intense graduate level classes grounding him in the various foundations of financial planning. He is a CFP® (Certified Financial Planner®) since 2001, meeting the experience, education requirements and passing the two-day, 10 hour exam, making him one of the few in the country who hold the designation. Since 2003, Rich has subscribed to the stringent and mandatory annual educational hours, experience, and code of ethics to meet the requirements to be a NAPFA Registered Financial Advisor. Out of the 800,000 individuals in the country who claim they are financial advisors/planners, fewer than 1,300 in the country qualify for the membership; Rich is one of them.

Rich is the immediate past-President of the Financial Planning Association (FPA) of Michigan . He  now serves as the Chairman of the Board, and Director of Ethics, a seat he thinks will be crucial as we enter an everchanging world of financial regulation.

The FPA of Michigan is one of largest and influential chapter in the country. Rich was recently named President of Transportation Toastmasters Club 4776 downtown Lansing . He has been quoted in both local and national media from Noise Magazine to CNBC, and Bloomberg, and industry news publications such as Investment News and Financial Advisor Magazine. Rich enjoys public speaking and has spoke at industry educational meeting, high schools, and Ford executive investment clubs, AARP conferences, and business educational seminars for companies looking to educate their employees. Rich views his role as a Fiduciary for his clients as the single biggest key to any planning relationship and strives to provide the most competent, unbiased and objective advice in the financial planning profession today.

When he’s not working on and in his business, Rich is a father of two, husband, and son of his mentor, Ted Feight, CFP. He also enjoys running, golf, the Detroit Lions, and is a black-belt in Yoshokai Aikido.