Ron Courser, CFP®
About our Financial Advisors
Nolan and Ron are independent fiduciary financial advisors. Being independent is something that both Ron and Nolan have wanted to do since they started in financial services, and within a few years in the industry were both able to do so. An independent advisor is not captive to a larger organization, which helps alleviate any potential bias in our recommendations. A fiduciary, by law, is required to act in the best interest of their client, doing so through more thorough training and holding licenses that allow us to charge a fee for advice rather than a commission for a sale.
We take a holistic approach to retirement planning, understanding that the decades-long process of managing a retirement requires more than only allocating investments. We specialize in the transition from working years into retirement; this is called income planning, or figuring out which accounts to get your money out of first in the most tax-efficient way possible. We also specialize in working with elder law attorneys in qualifying clients for Medicaid while protecting their assets for their estate/survivors.
2900 Charlevoix Dr. SE
Grand Rapids, MI 49546
Phone: (616) 301-2581
Option 1: Financial Services
Option 2: Health Insurance Appointments
Option 3: Health Insurance Questions & Concerns
Fax: (616) 301-2593