Kakabeeke Retirement and Wealth Management Group

Kakabeeke Retirement and Wealth Management Group Personalized planning for your financial goals. If you’re like us, you’re a planner. You’re not content with the status quo. That’s where we come in.

You’re striving to make the most of what you have – now and in the future. Whether you’re just starting out, building a business or nearing retirement, you probably have a clear vision of what you want. You may be less sure of how to get there. We’ve worked with clients from all backgrounds, and we understand the challenges you face and the values you want to protect. And while each of our clients

may be different, there’s one thing you all have in common: The need for a lifelong financial plan designed to help you create the life you want for today, tomorrow and whatever comes next. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smrja.htm Raymond James & Associates, Inc., Member New York Stock Exchange/SIPC

Rising tech valuations and AI optimism have drawn comparisons to the dot-com era. In Weekly Headings, Chief Investment O...
06/05/2026

Rising tech valuations and AI optimism have drawn comparisons to the dot-com era. In Weekly Headings, Chief Investment Officer Larry Adam shares five key market distinctions:

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As Q1 earnings calls wind down, the markets will shift their focus to macroeconomic catalysts – and there are plenty of ...
05/29/2026

As Q1 earnings calls wind down, the markets will shift their focus to macroeconomic catalysts – and there are plenty of those to consider. Raymond James Chief Investment Officer Larry Adam analyzes the macro backdrop:

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Despite headwinds, fundamentals remain strong. In Weekly Headings, Raymond James Chief Investment Officer Larry Adam exp...
05/22/2026

Despite headwinds, fundamentals remain strong. In Weekly Headings, Raymond James Chief Investment Officer Larry Adam explains the dynamics at play in the upgraded year-end S&P 500 target:

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As the Federal Reserve enters a new era under Kevin Warsh's leadership, Raymond James Chief Investment Officer Larry Ada...
05/15/2026

As the Federal Reserve enters a new era under Kevin Warsh's leadership, Raymond James Chief Investment Officer Larry Adam examines the key near-term challenges facing the Fed in the latest Weekly Headings.

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With earnings season underway, Chief Investment Officer Larry Adam outlines five takeaways and what they mean for the ec...
05/08/2026

With earnings season underway, Chief Investment Officer Larry Adam outlines five takeaways and what they mean for the economy and financial markets in Weekly Headings:

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Elevated oil prices are creating near-term pressure, but strong fundamentals are expected to help offset the impact. Ray...
05/01/2026

Elevated oil prices are creating near-term pressure, but strong fundamentals are expected to help offset the impact. Raymond James Chief Investment Officer Larry Adam shares four key reasons oil prices are expected to trend lower into year-end.

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Equity markets have hit several milestones in recent weeks. Attention now turns to updates on the Iran conflict, economi...
04/24/2026

Equity markets have hit several milestones in recent weeks. Attention now turns to updates on the Iran conflict, economic data, earnings and the Federal Reserve. Chief Investment Officer Larry Adam explains what to watch in Weekly Headings.

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The S&P 500 recently surged 11% over 12 trading days to reach a record high. Raymond James Chief Investment Officer Larr...
04/17/2026

The S&P 500 recently surged 11% over 12 trading days to reach a record high. Raymond James Chief Investment Officer Larry Adam identifies five factors that could affect the potential for future gains in the months ahead:

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Despite market drivers like AI advances and geopolitical tensions, US economic fundamentals remain on solid footing. Ray...
04/10/2026

Despite market drivers like AI advances and geopolitical tensions, US economic fundamentals remain on solid footing. Raymond James Chief Investment Officer Larry Adam shares insight in the latest Weekly Headings:

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Our mission is simple: to help you enjoy the retirement you deserve. Guiding conversations that turn financial goals int...
03/30/2026

Our mission is simple: to help you enjoy the retirement you deserve. Guiding conversations that turn financial goals into actionable plans.

Heather Kakabeeke, CFP®
Direction you can trust. A life you can enjoy.
Because your wealth deserves first-class planning with a partner - not just a provider.

☎️ 269.349.7744
🔗https://www.raymondjames.com/kakabeekefp/

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Address

125 S. Kalamazoo Mall, Ste. 201
Kalamazoo, MI
49007

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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