Jose Yanez is not the typical financial planner. After working in the industry for a few years, he knew that “typical” was anything but what he wanted to be for his clients.
“I worked for a large insurance company,” Yanez says, “and was really tied to what I could offer my clients. I wanted to build a business for myself because I knew I could offer my clients more. People want to work with a person, not a company.”
Unlike many financial advisors who focus on near-retirement age clients with a lifetime of wealth, Yanez likes to help young families, professionals and even college students plan their financial futures.
“I want to grow with my clients,” says Yanez. “I oversee your whole financial picture as you start out your career, or, if you have kids, we figure out how can you save for your future needs.”
After three years of operating
Full Circle Financial Planning from home and on the road, Yanez has opened his first office in Downtown
East Lansing on Grand River above Sundance Jewelry. Yanez chose this location to be close to the students and young professionals he serves.
“There is a vibrant entrepreneurial spirit in East Lansing,” says Yanez. “The future of Lansing is all about small businesses.”
Though now opening his office to clients, Yanez still meets clients in their homes and offices for their convenience. Full Circle Financial Planning currently employs a second financial planner angfd marketing coordinator. Yanez plans to expand his staff soon.
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