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Charles Prudhomme
Principal
CFP®, NAPFA
LVM Capital Management7840 Moors Bridge Rd, Kalamazoo, MI 49009
Languages: English
My Approach
Financial planning isn't one-size-fits-all. I specialize in helping individuals and families navigate the complex financial crossroads of life, focusing heavily on these unique groups and the major moments that define their journeys.
The Clients I Serve
Physicians & Healthcare
Retirees or Seniors
Major Milestones I Specialize In
Early Retirement or Financial Independence
Retirement Planning
Sudden Wealth or Inheritance
Our 7 Steps to Financial Planning
Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.
Summarized from the CFP® Board's Practice Standards. cfp.net
My Process
We create customized investment portfolios for high net worth families, corporate retirees, and small business owners, while providing sophisticated financial planning strategies designed to help reduce income taxes and achieve long-term financial goals. Our fees are based on the assets we manage, aligning our interests with those of our clients. As a boutique wealth management firm, we provide highly personalized service, including one to two in-person review meetings annually, along with quarterly performance reporting, market commentary, and ongoing planning guidance.
Disclosures
This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.