Alan Caldwell is a Certified Financial Planner®, based in southeast Michigan, providing financial services to clients across the country. Alan's firm, On Track to Retire LLC, is a fee-only fiduciary with very low flat rates. Our focus is not wealth management, we focus on building wealth. We do not have asset minimums, we have asset and income maximums. Services are tailored to individual client needs, from simple investment advice to full comprehensive financial planning.
You don't need to be wealthy, we've made high-quality financial planning accessible.
Full, comprehensive financial planning.
Assessing current retirement plan, readiness to retire.
Creating plans, adjusting plans as necessary.
Investment advice consistent with client risk assessment.
No sales of any products, no commissions.
For those wanting coaching, services include:
- building savings
- reducing debt
- improving credit