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 I may be able to 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 Arrangement)
  • 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)
  • Disability Income Insurance
    • Long Term Disability
    • Short Term Disability
  • Life Insurance
    • Term Insurance
    • Permanent Insurance
  • Long Term Care Insurance
  • Investments
    • Bonds
      • Municipal Bonds
      • Taxable Bonds
    • Certificates of Deposit (CD's)
    • Closed End Funds
    • Exchange Traded Funds (ETF's)
    • Fixed Annuities
    • Managed Accounts
    • Market-Linked Certificates of Deposit
    • Mutual Funds
    • Separate Accounts
    • Stocks
    • Unified Managed Accounts
    • Variable Annuities
    • Alternative Investments
      • Real Estate Investment Trusts - REIT's
      • Limited Partnerships
      • Business Development Company - BDO's