Richard Feight, CFP®, EA IAM Financial, LLC

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About Richard Feight, CFP®, EA

Among independent financial advisors, Mr. Feight is one of the most well known and highly respected “Fee-Only” financial planners. Since 1997, Rich has dedicated his career to offering low cost “Fee-Only” comprehensive financial planning and investment advice. Rich assists his clients in organizing their finances so that they can retire on time.

In December of 2007 Rich created IAM Financial to serve clients seeking objective, affordable, independent advice. Prior to this, Mr. Feight was an investment advisor representative of Creative Financial Design, where he was responsible for the selection of securities used in, and management of, asset allocation portfolios for numerous client accounts. His career began as a registered representative of Vestax Securities Corp. where he was a fee-based advisor. Rich was also licensed in the state of Michigan with Jackson National Life to advise and sell life insurance.

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.

Rich became an Enrolled Agent with the Internal Revenue Service in January 2011. An Enrolled Agent is a federally-authorized tax practitioner who has technical expertise in the field of taxation, and who is empowered by the Department of Treasury to represent taxpayers before all administrative levels of the Internal Revenue Service for audits, collections, and appeals. Only Enrolled Agents, attorneys, and CPAs may represent taxpayers before the IRS.

Since 2004, 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 2,000 in the country qualify for the membership; Rich is one of them.

Rich currently services on the Small Business Association of Michigan’s Strategic Communications Committee and the Meridian Commercial Recycling Group’s Committee. Rich is a past President and Chairman of the Board of the Financial Planning Association (FPA) of Michigan. The FPA of Michigan is one of the largest and most influential of the FPA chapters in the country. Rich is also a past President for Transportation Toastmasters Club 4776 downtownLansing where he enjoys building on his speaking skills. He has been quoted in both local and national media from Noise Magazine and the Lansing State Journal, to CNBC and Bloomberg, and industry news publications such as Investment News and Financial Advisor Magazine. Rich enjoys public speaking and has spoken at industry educational meetings, high schools, 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.

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September 22, 2020

Most investors are aware of how to rebalance their portfolio. If not, they should be. But did you know that you can rebalance and tax plan at the same time? Advanced Rebalancing is like regular rebalancing, with a tax planning twist. Rebalancing According to Investopedia, rebalancing is the process of realigning the weightings of a […]

The post Advanced Rebalancing appeared first on Thinking Beyond Numbers.

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Q&A: How Do I Allocate My Kids 529 Plans?

September 14, 2020

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The post Q&A: How Do I Allocate My Kids 529 Plans? appeared first on Thinking Beyond Numbers.

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Insurance to Protect Your Financial Plan

August 19, 2020

Do you worry about your finances? What about your financial plan? Do you know what insurances you need to protect yourself and your financial plan? Having your money organized is one thing. If you don’t have enough of the right insurances, your plan is at risk. These are the major insurance types that you need […]

The post Insurance to Protect Your Financial Plan appeared first on Thinking Beyond Numbers.

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Ideal Clients

  • Baby Boomers
  • Business Owners
  • Established Professionals
  • Retirement Planning

Ways Advisor Charges

  • Quarterly Fee
  • Flat Fee
  • Assets Under Management

Fee Options

  • Quarterly Fee: $2,500+/qtr
  • Flat Fee: $10,000+/engagement
  • AUM: 0.75%

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