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

Jeff specializes in helping people plan for and thrive through transitions such as entering retirement, selling a business or planning for future generations.

Do you:

  • Want to figure out how to re-create your paycheck in retirement?
  • Have a 401(k) and other investments but aren't sure if they are being managed properly?
  • Need a plan to transition out of your business and into the next stage of life?
  • Want to be tax-savvy in all your financial decisions?

Through careful financial planning and customized portfolio management, Jeff helps clients reach their goals while living life well and with great purpose.

Additional Information

Jeff has worked in financial services and investment management for over 15 years. Previously, he coached at the highest levels of collegiate athletics for more than a decade. Jeff has always had a coaching and pioneering spirit. He has completed several certifications and trainings focused on leadership development. Jeff is a CERTIFIED FINANCIAL PLANNER™ practitioner and has a BA from Aquinas College with dual majors in Economics and Business Administration

Jeff is on the board of Grace Explorations. He lives in the Grand Rapids area with his wife Jen, who is a licensed counselor, and their two boys. In his free time, you will find Jeff enjoying the outdoors whether it be making fresh tracks on the ski slopes, hunting for deer in northern Michigan or working on his golf swing.

Jeff is based out of Grand Rapids, MI. He works with clients across Michigan and virtually throughout the country.

 

 

NAPFA Start Date

June 09, 2017

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

7950 Moorsbridge Rd Suite 202 Portage, MI 49007-3860 Phone: (269) 459-3090

Other Offices

975 Spaulding Avenue SE, Suite B Ada, MI 49301 Phone: (616) 295-5048