Broker Check

244 E Main Ave | Zeeland, MI 49464

(616) 931-1270

Get Office Directions

 

Our Process Where Is the Market Headed? Retiring the 4% Rule
Generational Wealth Management

Private Wealth Management For Select Individuals

At Generational Wealth Management, we understand that retirees face many important decisions that can affect their long-term financial success. Some of these decisions revolve around making investments that will help create a hedge against outliving their income, the impact of inflation, taxation, and rising healthcare costs.

Because over ninety percent of our clients are retirees with similar concerns, we are in an advantageous position to approach such challenges with experience and skill.

Helpful Content

Social Security: By the Numbers

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

Budget Check Up: Tax Time Is the Right Time

Budget Check Up: Tax Time Is the Right Time

Tax preparation may be the perfect time to give the household budget a check-up.

Why You Need an Estate Strategy

Why You Need an Estate Strategy

Do you have an estate strategy? You should.