Asa Lakeman - VantagePointe Financial Group

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
  • Health 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.