You Deserve a Great Retirement

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Address:

1093 Charlevoix Dr., inside Bye Financial Building
Grand Ledge, MI 48837

Phone:

517-731-0768

Fax/Other:

517-622-0194

My Business

My broker dealer, Voya Financial Advisors, Inc. and I are committed to helping you pursue your long-term financial goals. As we focus on retirement planning and estate conservation, we can help you answer the questions you may have about your financial future, such as:

  • Will I be able to retire early?

  • How much money will I need in order to retire?

  • What are my 401(k) plan distruibution options?

  • Should I have a traditional IRA or a Roth IRA?

  • Do I need disability income insurance? Long-term care insurance? 

  • How can I ensure that my children receive as much as possible from my estate?

  • What do I need to know about wills, trusts, and probate?

We offer financial products and services tailored to your individual needs. And we are committed to you for the long term.

The process I follow in completing a total financial strategy consists of:


  1. Gathering and analyzing your financial situation to develop a clear picture of your specific needs, assets, liabilities, and risk tolerance;

  2. Designing a financial strategy that takes into account the full range of needs you have now, and those needs you may have in the future; and

  3. Periodically reviewing your strategy, consulting with you to make appropriate adjustments, and assisting you in keeping your plan on track.

In order for me to help you get to your 'destination,' we need a plan of action that you have faith and trust in and then we must follow it. 


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