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Strategies Investment Advisors

4467 Cascade Road SE Suite 4480 Grand Rapids, MI 49546

Phone:

  • (616) 719-5000

  • (888) 229-4630

Fax:

  • (616)-719-5011

Contact Us

Please feel free to contact us with any questions.

Contact Us

Calculators

You can review interesting calculators on my site.

View Calculators

Newsletters

  • HOT TOPIC: ‘Tis the Season for Tax-Friendly Giving Strategies

    Donating to charity can make a difference at any time of the year. But taking a strategic approach, possibly as part of your year-end tax planning, could offer tax benefits and potentially increase your ability to give. This article provides an overview of various tax-advantaged giving strategies.

  • Consider a Bond Ladder for Rising Interest Rates

    A bond ladder can help mitigate the effect of rising rates, generate income, and dampen the effects of stock market volatility. Learn more.

  • HOT TOPIC: CHIPS and Science Act Aims to Preserve U.S. Technology Edge

    This article discusses the CHIPS and Science Act’s key provisions, as the U.S. strives to reduce its reliance on semiconductors produced overseas.

  • Fixed for Life: What Can an Annuity Do for You?

    Do you know the difference between immediate and deferred annuities and options for annuitization? Read this article to find out.

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Calculators

  • Net Worth

    A balance sheet summarizes your assets and liabilities and reveals your net worth.

  • Loan Payoff

    How much will it cost to pay off a loan over its lifetime?

  • Life Insurance

    How much life insurance would you need to produce a sufficient income stream for your family?

  • Savings Accumulation

    Estimate the future value of your current savings.

More Calculators »

Strategies Investment Advisors

Securities and Investment Advisorsy services offered through LPL Financial., a registered investment advisor. Member FINRA, SIPC.
4467 Cascade Rd. SE, Suite 4480, Grand Rapids, MI 49546 * 616-719-5000
 

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, IL, IN, MI, VA, WI. 

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