Asa Lakeman

Hello, my name is Asa Lakeman

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 will be able to identify your financial needs and help you implement a plan 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/Personal 401(k) Plans
  • Business Pension Plans
  • Personal Financial Needs Analysis
  • Roth IRA's
  • Estate Conservation Strategies & Products
  • Life Insurance
  • Long Term Care Insurance 
  • Retirement Planning Products
  • Investments
  • Mutual Funds
  • Variable Annuities
  • Fixed Annuities
  • Stocks, Bonds, & Certificates of Deposit
  • Wrap Investment Programs
  • Separate Accounts
  • Real Estate Investment Trusts
  • Limited Partnerships

 

My goal is to provide you a comprehensive financial needs analysis for families, individuals, and businesses.  Strategies are designed to integrate your goals with the objective of providing solutions in the areas of asset management, asset protection and retirement income. 

In my spare time I enjoy volunteering for various organizations including the GVSU Alumni Association, Habitat for Humanity, the American Cancer Society, and the Grand Rapids Young Professionals Association.

 

 
Learning Center
  • Articles

    Articles

    Educate yourself on a variety of financial topics.

  • Calculators

    Calculators

    A host of financial tools to assist you.

  • Newsletters

    Newsletters

    Timely Newsletters to help you stay current.

  • E-Seminars

    E-Seminars

    Animated presentations to help you learn and decide.

  • Glossary

    Glossary

    Financial terms from A to Z.

Calculators

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Financial IQ Test

Take this quick quiz to find out your Financial IQ

More Calculators →

Newsletters

Recapping Market Capitalization

The blurring of lines between large-cap, mid-cap, and small-cap companies is an indication that it may be time to evaluate whether your portfolio holdings have shifted toward or away from your investment objectives.

The Positives of Negative Correlation

Few asset groups are perfectly negatively correlated, but a portfolio may still be able to benefit from the correlation principle.

What You Can Learn from LIBOR

To investors around the world, LIBOR is more than a mere benchmark for short-term interest rates. It’s a proxy for how global markets view the outlook for the U.S. economy.

HOT TOPIC: Saving America's Storied Automakers

The White House agreed to a strings-attached loan package to help keep the Big Three out of bankruptcy. But will the measure help keep the U.S. auto industry from dragging down the U.S. economy?

More Newsletters →

Market Watch

July 03, 2009 @ 09:16 PM

Dow Jones Industrials 8,280.74- 223.32
Nasdaq Composite 1,796.52- 49.20
S&P 500 896.42- 26.91

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