Financial Advisor Kurt Sytsma

Kurt Sytsma

Serving Clients At The Preferred Credit Union Branches In:

         Belding    Grand Rapids     Greenville     Hastings     Kalamazoo     Ludington

   

Check Kurt Sytsma's Background Here:

Our Process

Getting You There



The First step in successful financial planning is to find out where you are in relation to what you want to achieve. To accomplish this, as your Money Concepts Financial Planner, I will analyze your position and prepare this:

  • Personal Balance Sheet
  • Retirement Analysis
  • Family Needs
  • Investment Analysis
  • Education Analysis
  • Estate Transfer Analysis

Decide Where You Want To Be

You cannot achieve any level of success financially until you know your ultimate objectives. Therefore I will help you to:

  • Clarify Your Financial Goals
  • Prioritize Your Financial Objectives
  • Evaluate Your Investment Attitude

I'll Show You How To Get There

No matter how well you plan, financial success will not be achieved unless you take action. We will help you by:

  • Presenting A Financial Plan
  • Implementing Steps In Order of Your Priorities
  • Recommending appropriate Products and Programs
  • Planning Periodic Reviews

I readily admit that I've made mistakes along the way with my own personal finances.  But what good are the lessons I've learned if I keep them to myself?  If I can help folks like you, navigate through the myriad of choices out there, and guide you to a plan that fits your objectives, I wouldn't be true to myself if I didn't try to help!

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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

Kurt Sytsma is an independent contractor of Money Concepts

note: Preferred Credit Union is an independent firm and not affiliated with Money Concepts

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