Jeff Belmonte (CFP®)

Jeff Belmonte focuses in the
following client markets or areas of practice:

  • Business Owners
  • Estate & Generational Planning Issues
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

We walk with clients through the planning and investment consulting process, and then monitor the progress regularly - this is the backbone of what we do.  We help clients build assets through proven investment stratagies, and do not use products with high fees that can eat up returns.  We provide fee-only fiduciary services which allows me to offer unbiased advice.

Additional Information

We encourage clients to face challenges to their plans and be proactive before it's too late to address those threats.  It may be estate planning, health-related issues, family dynamics, business environment, personal development or just being too content.  By addressing threats, the probability of a successfull plan outcome in the long run rises greatly.

 

 

 

NAPFA Start Date

June 09, 2017

Submit
Submit

This Office

250 Monroe Ave. NW, Suite 400 Grand Rapids, MI 49503 Phone: (616) 295-5048