Financial Planners Grand Rapids MI

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Richard Feight
IAM Financial, LLC
(888) 283-1392
250 Monroe NW
Grand Rapids, MI
Expertises
Ongoing Investment Management, High Net Worth Client Needs, Middle Income Client Needs, Retirement Plan Investment Advice, Investment Advice without Ongoing Management, Tax Planning
Certifications
NAPFA Registered Financial Advisor, CFP®, EA

Scott Grissom
(616) 531-5220
2754 - 44th Street SW, Suite D
Wyoming, MI
Firm
Advanced Asset Management, LLC
Expertises
Helping Clients Identify & Achieve Goals, College/Education Planning, Middle Income Client Needs, Retirement Planning & Distribution Rules, Ongoing Investment Management
Designations
CFP®, PhD

Mr. Jeffrey Scott Williams, CFP®
(616) 451-4228
200 Ottawa Ave NW
Grand Rapids, MI
Firm
Grand Wealth Management LLC

Data Provided by:
Mr. Mark F. Fink, CFP®
(616) 752-4731
99 Monroe Ave NW Ste 500
Grand Rapids, MI
Firm
Comerica Securities
Areas of Specialization
Comprehensive Financial Planning, Investment Management
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable

Profession: Not Applicable

Data Provided by:
Mr. Jeffrey H. Musgraves, CFP®
(616) 575-5702
PO Box 1828
Grand Rapids, MI
Firm
Founders Bank & Trust

Data Provided by:
Ronald Van Surksum
Advanced Asset Management, LLC
(616) 531-5220
4555 Wilson Avenue SW, Suite 2
Grandville, MI
Expertises
Retirement Planning & Distribution Rules, College/Education Planning, Estate & Generational Planning Issues, Helping Clients Identify & Achieve Goals, Hourly Financial Planning Services, Ongoing Investment Management
Certifications
NAPFA Registered Financial Advisor, CFP®

Mr. Patrick O. Newcombe, CFP®
(616) 235-2442
96 Monroe Center St NW Unit 305
Grand Rapids, MI
Firm
Calder Investment Advisors
Areas of Specialization
Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Education Planning, Elder Care
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $100,001 - $250,000

Profession: Medical/Dental Professionals

Data Provided by:
Mr. Erik R. Laug, CFP®
171 Monroe Ave NW Ste 800
Grand Rapids, MI
Firm
Morgan Stanley Wealth Management

Data Provided by:
Mr. William Eric Bjork, CFP®
(616) 458-3100
50 Monroe Center St NW Ste 400
Grand Rapids, MI
Firm
Wells Fargo Advisors
Areas of Specialization
Asset Allocation, Business Succession Planning, Education Planning, Employee and Employer Plan Benefits, Estate Planning, Insurance Planning, Intergenerational Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $100,001 - $250,000

Profession: Service Professionals

Data Provided by:
Ms. Jessica J Mariucci-Kurylowicz, CFP®
(616) 456-4744
250 Pearl St NW
Grand Rapids, MI
Firm
Oppenheimer & Co. Inc.
Areas of Specialization
Asset Allocation, Budget Development, Debt Management, Education Planning, Employee and Employer Plan Benefits, General Financial Planning, Investment Management

Data Provided by:
Data Provided by:

Number Crunch

Surviving a Stre$$ful Economy

By Lisa James and Allan Richter

March 2009

Our country is facing the kind of economic crisis we haven't seen since
the Great Depression, and you're probably worried about your financial security.
Learn how to protect yourself against the psychological and physical fallout.

First the housing market imploded, then the banks stumbled, then sales of cars and other durable goods fell with an ominous thud. As a result layoffs have ravaged some of the country's biggest corporate icons: 10,000 jobs lost at Boeing, 10,000 at GM, 7,200 at Caterpillar, 6,700 at Starbucks.

The federal government counted nearly 4.8 million Americans receiving unemployment benefits at the end of January, with no end in sight.

You can find the victims of an economy in free fall everywhere. Emily, 56, and Marie, 47, were both among 50 people laid off in December from the IT department of a New York electronics firm. Even as they seek career counseling at a suburban New York State Labor Department office, Emily and Marie (who asked that their last names not be used) both fear that they are overqualified in whatever is left of today's job market. As Emily puts it, "Age is against us. Our experience is against us. We understand we have to take cuts in salary." Marie adds, "We're re-learning how to interview."

The Health Toll of a
Bad Economy

55%
People age 45 and older who are concerned about being able to afford healthcare

22%
Those who have delayed seeing a practitioner

16%
Those who have cut back on preventive care

Comparisons have been drawn between the current crisis and the Great Depression - and with good reason. "We haven't seen anything of this magnitude for 70 years," says Barry Shore, PhD, professor of decision sciences at Whittemore School of Business and Economics, University of New Hampshire.

Some people are drowning in economically driven fear. One of them was Ervin Lupoe of Wilmington, California; both he and his wife, Ana, had lost their jobs at Kaiser Permanente West Los Angeles Medical Center. Police say that on the night of January 27 Lupoe shot his wife and five children before killing himself the next morning. Between the mortgage company and the IRS the Lupoes owed $17,500, with thousands more on a home equity credit line.

Such tragic stories may be rare but the effects of economic stress are not. In a 2007 survey by the American Psychological Association (APA), 74% of Ameri­cans rated work as a "significant source" of stress, with money right behind at 73%. This was before the current crisis started; it would be hard to imagine that those figures are any lower now.

Long Shadows

As grim as they are, unemployment numbers tell only part of the story. According to a survey by the American Association of Retired Persons (AARP), nearly 60% of all Americans 45 and older have lost money on their investments, including their 401(k)s, and o...

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