A complete list of active advisors currently associated with Family Life Financial Planning

Warmer can help you find a great advisor at Family Life Financial Planning or one who fits your needs even better.

Family Life Financial Planning serves individual households and also provides services to pension and retirement plans, charitable organizations, and small businesses. The firm offers portfolio management (both through in-house, tailored portfolios and by recommending third‑party outside managers), comprehensive and modular financial planning, retirement plan consulting, and periodic educational seminars and speaking engagements. The firm’s process emphasizes individualized investment plans built from clients’ goals, time horizons, and risk tolerances and documented in an investment policy statement; portfolios are implemented either directly or via selected outside managers whose holdings and compliance the firm monitors. Financial planning work includes ongoing monthly-access subscriptions and projection-based retirement analyses that present hypothetical outcomes to illustrate the likelihood of achieving stated goals. Noteworthy for a solo independent adviser, the firm accepts institutional plan clients and provides retirement-plan and pension consulting while acknowledging ERISA fiduciary standards when engaged by plans. The brochure also discloses that the principal maintains other community and business roles and that the firm conducts public seminars and paid speaking engagements, practices that are less common among peers of this size.

To learn more about the advisors currently working at Family Life Financial Planning, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Michael Kostelnik	Mentor, OH	20

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