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Asa J Lakeman, Certified Financial Planner™
VantagePointe Financial Group

3333 Evergreen Dr. NE
Suite 200
Grand Rapids, MI 49525
Phone:
  • 616-988-9794
Fax:
  • 616-534-1340

Flipbooks

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Calculators

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CERTIFIED FINANCIAL PLANNER™ professional with VantagePointe Financial Group serving the Grand Rapids metro area & beyond.

 
 
 
 
 
 

 

My mission is to help people like you and businesses like yours set and achieve financial goals. Working closely with you and your other advisors we will identify your financial needs and help you implement strategies to reach your goals. Periodic reviews are utilized to update your financial position in response to the dynamics of changing needs and market fluctuations.
 
Services & Products offered:
Business 401(k) 403(b) 457 & 401(a) Plans
Business Pension Plans
Personal Financial Needs Analysis
Retirement Planning Products

Estate Conservation Strategies & Products
IRA's - (Individual Retirement Account)
Roth IRA's - (Roth Individual Retirement Account)
SEP IRA's - (Simplified Employee Pension Individual Retirement Account)
Simple IRA's - (Savings Incentive Match Plan for Employees Individual Retirement Account)
 
Insurance:
Long Term Disability
Short Term Disability
Life Insurance
Term Insurance
Permanent Insurance
Long Term Care Insurance

 

 

Investment Types Offered

Bonds Municipal Bonds Fixed Annuities
Taxable Bonds Certificates of Deposit (CD's) Variable Annuities
Closed End Funds (CEF's) Exchange Traded Funds (ETF's) Managed Accounts
Managed Accounts Market-Linked Certificates of Deposit Mutual Funds
Separate Accounts Stocks Unified Managed Accounts