Located in West Michigan, JVL Associates, LLC, an independent fee-only registered investment advisory (RIA) firm, provides fee-only financial planning, wealth management, and investment advisory services to affluent individuals, families, and business owners.
http://www.jvlassociates.com/
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JVL Associates
1535 44●●●●●●●eet, SW
Wy●●ng , MI, 49509
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JVL Associates, LLC
Vander Lugt, Jerry
1535 44●●●●●●●SW #400
Wy●●ng , MI, 49509
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Fee-Only Registered Investment Advisory - West Michigan | jvlassociates.com Reviews
https://jvlassociates.com
Located in West Michigan, JVL Associates, LLC, an independent fee-only registered investment advisory (RIA) firm, provides fee-only financial planning, wealth management, and investment advisory services to affluent individuals, families, and business owners.
jvlassociates.com
FAQs
http://www.jvlassociates.com/faqs
What is a registered investment advisory (RIA) firm? As a registered investment advisory firm, JVL Associates, LLC. Is registered with the Securities and Exchange Commission (SEC). What is a Certified Public Accountant (CPA)? What is a Certified Financial Planner. Licensed by the Certified Financial Planner Board of Standards, CFPs must satisfactorily complete an advanced college-level course of study addressing financial planning subject areas, including insurance planning and risk management, employee ...
Financial Planning
http://www.jvlassociates.com/financial-planning
Designed to meet your specific goals and objectives. We then present alternative courses of action, explain the risks and rewards of each alternative, help implement the agreed-upon strategies, and continuously monitor the ongoing results. Clients turn to us for help in the following areas:. Cash Flow/Net Worth Analysis. Estate and Wealth Transfer Planning. P: 616-261-2800 jvl@jvlassociates.com.
Who We Serve
http://www.jvlassociates.com/clients
Helps our clients - successful business owners, families with accumulated wealth, and individuals with substantial retirement assets -. Make smart financial decisions. By listening closely to our clients' unique goals and concerns, walking them through available alternatives, and carefully explaining the risks and rewards of each strategy, we provide clear, concise financial advice and customized solutions to address your needs. Our clients include:. We provide coordinated financial and investment planni...
Investment Advisory Services
http://www.jvlassociates.com/investment-advisory-services
Structuring and carefully managing your investment portfolio is an integral part of the overall financial planning and wealth management strategy and a key component to meeting your goals and objectives. We start by helping you determine both your risk tolerance. And your risk capacity. Our core investment philosophy. Is that diversification through asset allocation is the most important determinant of long-term risk and reward. Securities based on your needs. We seek low-cost. Exchange-traded funds (ETF...
Our Service
http://www.jvlassociates.com/services
Provides a comprehensive array of financial advisory services that are customized to fit the unique financial needs of our successful clientele. Our flexible planning strategies and our implementation approach work together to support our mission of providing caring and competent financial advice to. Help you make smart financial decisions. P: 616-261-2800 jvl@jvlassociates.com.
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Fee-Only Registered Investment Advisory - West Michigan
At JVL Associates, LLC. We specialize in providing fee-only financial planning, wealth management. Services to affluent individuals, families, and business owners. An independent registered investment advisory (RIA) firm located in West Michigan, we combine our depth of education, more than 30 years of experience, expertise in complex financial problem solving, and belief in ethical practices to deliver creative strategies and attentive service to every one of our valued clients. US News and World Report.
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