We are proud to announce that Jeremy Kern has achieved his CFP® designation and will expand his services to include financial advising as well as CPA work.
The CFP® is the most recognized and respected financial planning designation in the industry so we congratulate Jeremy on his success. It requires passing rigorous examinations and having practical experience. Members must maintain the highest degree of fiduciary responsibilities to their clients.
In addition to continuing his work as a CPA, Jeremy will be an independent investment advisor for RFM Financial Solutions, LLC (RFMFS) a subsidiary of Robert F. Murray and Company. RFMFS provides fee- based wealth building services for individuals, trusts and businesses. Independence and trust are what our service is built around.
Jeremy pursued this designation to help others achieve their desired financial goals, while at the same time allowing him to utilize his expertise in tax for maximum efficiency in financial planning. He is located in our Midland office and has worked in the area for the past 9 years.
Robert F. Murray and Company provides a one stop suite of services for businesses and individuals. In addition to RFM Financial Solutions the company provides payroll services with Payroll Chimp and RFM Tech assist businesses in IT implementation and data protection.
To receive a complimentary review of your financial plans and goals email Jeremy or call him at (989) 631-9500