Belding Grand Rapids Greenville Hastings Kalamazoo Ludington
Whether you are a member of Preferred Credit Union, or reside in one of the communities near one of their branch locations, Welcome and thanks for taking the time to visit!
Prior to my joining the Money Concepts team my wife and I had used the services of several financial planners. We were unable to find one that made both of us feel like an important part of the equation. I believe that a good financial planner should address the needs and concerns of all parties involved.
I also intend to include individuals and couples who are just starting out. They are often overlooked by many other firms simply because they may not meet their minimum asset requirements. Hello! My job is to get you started as early as possible, so that you can reach the point of financial independence sooner!!! Seems to me that is what a true financial planner is supposed to do in the first place.
Next you should know that you are very important to me. My livelihood resides in the satisfaction of my clients. I will strive to make you pleased with my service, and I will work diligently to help you reach the financial goals that have brought you here to me. The highest measure of your satisfaction would be if you become comfortable and willing to introduce me to other people that you know.
Being an Independent Adviser simply means that I am not bound or restricted to use certain proprietary or company sponsored products. I have thousands of financial products available to me that I can use, to best fit your unique financial situation and goals. This should be very important to you.
Equally important is my affiliation with Money Concepts International. They provide access to these products, as well as a technology platform that helps me be efficient in my day to day activities. But most important, they also provide a support network of education and experience, which helps to sharpen my skills, ultimately benefiting you my clients.
Please feel free to contact me if you would like to learn more. There is no cost or obligation to meet with me.
Thanks again for your time!
Important Investing Information: Not all investments and services mentioned are available in all states. Money Concepts registered representatives are restricted to conduct business only with residents of a state and/or jurisdiction for which they are properly registered. When investing from outside of the United States, you are subject to the securities and tax regulations governing your jurisdiction. Contact us directly for detailed information about investment regulations outside of the United States. Registered Representatives State License Disclosure
note: Preferred Credit Union is an independent firm and not affiliated with Money Concepts