Loran Filson (CFP®, CKA®)

Loran Filson focuses in the
following client markets or areas of practice:

Charitable Giving

Estate & Generational Planning Issues

High Net Worth Client Needs

Investment Advice with Ongoing Management

Retirement Planning & Distribution Rules

Tax Planning

Planning Specialties

Making financial decisions as you near retirement can feel a bit uncertain without a plan you understand.

As a husband, father, and active member in his community, Loran understands how important it is to have a clear plan in place to ensure you’ll thrive in retirement.

In fact, that’s why for over 25 years he’s helped clients restore confidence in their financial future using FAC’s proven investment management process.

Additional Information

Having met in college, Loran and his wife Sherri have been married for over 35 years and have two adult children. Originally from Indiana and a native Hoosier, he now considers West Michigan home after moving here over 25 years ago.