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.