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Matthew  Jarrell, AIF®, CFS 

7900 Kirkland Court
Portage, MI 49024
Phone:
  • (269)492-1570

Fax:
  • (269) 216-7077

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Welcome to Doc Spot Financial

 

Here you'll find a wealth of information in the form of newsletter articles, calculators, and research reports. We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. 

Matthew Jarrell created this Web site to help medical professionals gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning strategies, and wealth preservation. Most importantly, we hope you see the value of working with skilled professionals to pursue your financial goals. We're here to help educate you about the basic concepts of financial planning, to help you learn more about who we are, and to give you fast, easy access to market performance and data.

We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn't want you to miss any developments in the area of personal finance.

 

A Dave Ramsey SmartVestor Pro 

The Dave Ramsey Smartvestor program is designed for investors following Dave's principles and teachings from Financial Peace University.  We are proudly serving Greater Kalamazoo/Portage as a local provider.