Retirement Financial Planning

The transition from work to retirement is a glorious time….but can also be nerve racking. A good retirement advisor identifies the client’s goals and builds a financial plan that minimizes risk while maximizing safe growth opportunities. It is really a simple as that.


Grand Rapids Retirement Advisors help clients with complete retirement financial planning.

Common retirement concerns include:

  • Do I have enough money to last the rest of my life?
  • What if the market goes down?
  • Are there ways to protect my 401k?
  • How do I make a retirement income plan?
  • How much Social Security income will I get?
  • Should I be saving for Long Term Care/Nursing Home Expenses?
  • How do I enroll in Medicare?
  • How do I plan for inflation?

Grand Rapids Retirement Advisors Contact Info

  • Phone:  616-202-5096
  • Email:

Working day in and day out for the majority of our lives, our retirement financial plan is critically important to making this transition smooth and comfortable. Based on the individual client’s goals and desires, our team creates retirement plans customized to their specific needs.


A good retirement income plan is holistic in nature and considers every variable, every moving part. Although a good retirement plan is simple, it is not easy. No one can see into the future but taking the right measures to minimize risks can make the difference between a happy, comfortable retirement and running out of money.

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Some of these risk variables are under our control and some are not. How long we work and how much we spend are generally under our control. The Stock Market however, is completely out of our control. The key to a stress-free, successful retirement plan is minimizing risk while still giving compound interest a chance to work its magic.

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Disclosure – The nature of retirement planning is based on using past market performance to make educated guesses on the future but it is important you understand all examples are hypothetical and for illustration purposes only. Please contact one of our advisors for more complete information based on personal circumstances and to obtain personalized individual investment advice. All information provided herein is for education purposes only and does not constitute investment, legal, or tax advice, an offer to buy or sell any security or insurance product or an endorsement of any third party or such third party’s views. This does not constitute an endorsement or approval of any advisory service provided.
Whenever there are links to a third party, this information is intended to provide additional reference and should not be construed as an endorsement of other services, products, guidance, individuals, or points of view outside Page 1 Agency. Page 1 Agency does not guarantee results and past performance is not indicative of future results.

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