Our Company

Mission Statement

Anita Ritter Financial, INC is an independent, full-service, financial firm, dedicated to educating, empowering, and guiding our clients to help them pursue their financial objectives. With commitment, character, and compassion, we partner with you to form and implement a comprehensive financial plan that reflects your personal goals.

 

An Independent Firm Focused On 
Commitment, Character, Compassion
 

  • Who We Are

I have been helping my clients identify and pursue their financial goals since 2003 by working closely with them to ensure they understand the plans selected, which are based on their unique and specific needs. This connection also builds strong personal relationships, that enable effective communication as we work toward client goals being met. 

  • Face-to-Face Business

We take pride in our personal approach and truly care about making your dreams a reality. Some of our most valued client relationships began around the kitchen table, and our face-to-face business approach helps us know you not only financially, but personally.

  • Financial Planning

Our knowledge and our creative approach enables us to help you clarify your goals and identify strategies that will help you achieve them. Our unique and comprehensive recommendations are based on your personal situation and needs. We expect your life to change, and we will continually monitor your financial situation to revise your plans as needed.

  • Retirement Planning

You are investing to ensure financial independence later in life. Whether you are planning for, or already enjoying, retirement, we will listen to you and develop an investment approach to help preserve your assets and provide a steady stream of income. We will help you determine what your expenses will be, analyze your current financial position, and create an investment strategy best suited for you and your future.

  • College Funding

Professional advice and guidance is crucial to help achieve the goals you have set for your children’s education. Your family’s eligibility for tax and financial benefits for education funding will help us identify an overall process that will be best for you. We are here to work with you and believe that a little planning now can reap big rewards later for your children and grandchildren.

 

Scheule an Appointment with me Virtually, in Sturgis, or in Portage!