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 
  • 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.

 

 
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Inflation Goes to College

Over the past 10 years, tuition and fees have grown more than 4% faster than the rate of general inflation at public four-year colleges and more than 2% faster than inflation at private four-year colleges.

It's Time to Get Real

During times of market volatility, it can be easy for investors to lose sight of two seemingly immovable obstacles standing in the way of their long-term investment goals: taxes and inflation.

An Extra Layer of Protection

Umbrella liability insurance can help protect a family from the financial ruin that a civil liability trial could bring.

HOT TOPIC: Sum of All Fears: Are Risk Aversion and Greed All in the Mind?

Do you change your investment strategy as the markets go up and down, or do you stay the course? As difficult as it may be, staying the course is usually the more advisable approach — but research shows that you may need to defy your brain to do it.

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March 10, 2010 @ 12:32 AM

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