Connelly v. United States: What it May Mean For Your Business
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The Supreme Court's Connelly decision reshapes estate planning and buy-sell agreements for business owners.
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Protecting Your Business’s Future: The Critical Role of Buy/Sell Agreements
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For business owners, the importance of buy/sell agreements cannot be overstated. These contracts are designed to protect both the business and its owners by setting clear guidelines for ownership transitions in case of unforeseen events such as death, disability, or retirement. Without such an agreement, businesses can face severe disruptions, leading to internal disputes or financial strain.
A buy/sell agreement helps ensure that ownership changes are handled smoothly by defining how shares will be sold and at what price. More importantly, it prevents the business from falling into the hands of unintended parties, like an owner’s ex-spouse or an outsider who could negatively impact the company’s operations.
By incorporating key provisions such as purchase price determination and funding mechanisms, buy/sell agreements give businesses a solid foundation for navigating ownership transitions, ultimately protecting their long-term success.
Read MoreCreating an Impactful Transfer of Wealth: Leaving Blessings, Not Burdens with Simple Strategies
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Passing on wealth to the next generation is more than just managing financial assets—it's about ensuring your values, wisdom, and legacy endure. This article explores simple strategies to transfer both financial and qualitative capital, helping you create a lasting legacy for your family.
Read MoreCouples Synergy Podcast: Money Matters for Couples
/Andrew Van Alstyne had the privilege to be featured on the
Couples Synergy Podcast with Dr. Ray & Jean Kadkhodaian.
Andrew recently joined Dr. Ray and Jean Kadkhodaian on the Couples Synergy Podcast for episode 321, "Money Matters for Couples." In this conversation, they explore the complexities couples face when managing finances together, highlighting the significance of open communication and mutual understanding. The episode offers practical advice on aligning financial goals and emphasizes the importance of collaboration in building a secure financial future together. Discover how adopting these strategies can strengthen relationships and set the stage for long-term financial stability.
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Fiduciary Financial Advisors, LLC is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. Investments involve risk and are not guaranteed. Be sure to consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein.
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Beyond The Paycheck Podcast with Paula Christine: Transforming Life Through Financial Literacy
/Andrew Van Alstyne had the privilege to be featured on the
Beyond The Paycheck Podcast with Paula Christine.
Andrew recently had the opportunity to join Paula Christine on the Beyond The Paycheck Podcast. In this episode, they discuss the everyday challenges many face when stepping into adulthood and the common hesitation parents experience in teaching financial principles to their children. Discover the importance of early financial education and how instilling good money habits in children can pave the way toward a financially secure and fulfilling future
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Fiduciary Financial Advisors, LLC is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. Investments involve risk and are not guaranteed. Be sure to consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein.
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Financial Freedom Podcast with Dr. Christopher Loo: Mastering Generational Wealth
/Andrew Van Alstyne had the privilege to be featured on the
Financial Freedom Podcast with Dr. Christopher Loo.
Andrew recently had the opportunity to join Dr. Christopher Loo on the Financial Freedom Podcast. In this episode, they explore the crucial topic of generational wealth and how to effectively manage and transfer wealth across generations.
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Fiduciary Financial Advisors, LLC is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. Investments involve risk and are not guaranteed. Be sure to consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein.
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The Power of a Family Bank
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Discover the power of a family bank: transform your wealth management. Many American families face the challenge of preserving and growing their wealth across generations. The concept of a family bank offers a robust solution, providing a structured system to manage and utilize family wealth effectively.
Read MoreLegacy Planning(c), A Resource Library: The 5 Pillars of Capital For Your Legacy
/Andrew Van Alstyne had the privilege to be featured on the
Legacy Planning(c), A Resource Library’s Podcast with Angelina Carleton.
Andrew and Angelina discuss that while most families seek out management of their financial capital, it is important to remember financial capital is merely a tool that should be used to grow the qualitative forms of capital within the family.
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Fiduciary Financial Advisors, LLC is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. Investments involve risk and are not guaranteed. Be sure to consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein.
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Wealthtender Ask an Advisor Feature: Is $5.5 Million the Magic Number to Retire Comfortably and Pass Wealth to Your Children?→
/Andrew Van Alstyne had the privilege to be featured in Wealthtender’s “Ask an Advisor” for how much money is needed for retirement.
Andrew discusses that it is important to focus what you want retirement to look like when calculating the amount you’ll need. He also discusses a different way of thinking as to how to leave a legacy to your loved ones while still alive.
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Fiduciary Financial Advisors, LLC is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. Investments involve risk and are not guaranteed. Be sure to consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein.
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Wealthtender Ask an Advisor Feature: How Can a 24-Year-Old Married Couple Strike a Balance Between Short-Term Saving and Long-Term Financial Security?→
/Andrew Van Alstyne had the privilege to be featured in Wealthtender’s “Ask an Advisor” for what to focus on financially as a young couple.
Andrew discusses the importance of planning ahead for major life events, communicating with your spouse, and optimizing your savings strategy to be tax efficient.
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Fiduciary Financial Advisors, LLC is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. Investments involve risk and are not guaranteed. Be sure to consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein.
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KAJ Masterclass Live: Managing Multi-Generational Wealth
/Andrew Van Alstyne had the privilege to be featured on the
KAJ Masterclass Live Podcast.
Andrew discusses the importance of early discussions amongst family members to instill financial literacy. Andrew also shares his insights on how these open discussions can prevent financial under-preparedness. He also talks about the role of including all family members in wealth management, the benefits of starting inter-generational wealth transfers before death, and how to overcome the tension of talking about money in families with difficult financial histories.
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Fiduciary Financial Advisors, LLC is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. Investments involve risk and are not guaranteed. Be sure to consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein.
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How Healthcare Professionals should use the Synergy of Health and Wealth to be Successful
/Is it easier to be healthy when you are wealthy? Is it easier to be wealthy when you are healthy? I would say yes to both questions since health and wealth have synergy. Let’s explore a few habits that can assist healthcare professionals to be successful with both.
Downward Spiral versus Upward Spiral
Struggling to maintain both physical health and financial stability can be a common issue for many healthcare professionals. Health challenges can include poor diet, lack of exercise, insufficient sleep, or poor stress management. Wealth challenges can include overspending, low savings rates, poor investment decisions, or the absence of a financial plan.
Instead of focusing on health OR wealth, it is crucial to focus on BOTH since they are interconnected. Poor health can limit work capacity and increase medical expenses, reducing financial security. Conversely — limited finances can cause increased stress and decrease the time available for exercise/relaxation, which is detrimental to health. By focusing on both, you can create a positive feedback loop where improvements in one area support improvements in the other.
Habits to Adopt
The hardest part is usually just getting started. It takes a lot of hard work and dedication to move from out of shape to in shape. Once in shape, it is much easier to maintain and stay in shape. The same is true regarding finances. It takes a lot of hard work and dedication to pay off debt, balance the budget, and start setting money aside for the future. Once a financial plan is in place and followed, it is much easier to maintain and stay on track. Fortunately, the same habits can help enhance health and wealth.
Goal Setting: Setting clear and achievable goals
Example: Set a savings target for your retirement account for the year
Example: Set an activity goal for the number of times you plan to exercise every month
Discipline and Routine: Establishing and sticking to a routine
Example: Set up automatic monthly payments into your retirement account
Example: Carve out specific times each week for consistent exercise
Small actions every day can lead to significant results over a long period of time
Monitoring Progress: Regular check-ins and adjustments to stay on track:
Example: Review your budget and expenses regularly
Example: Calculate your net worth and update it every 6 months or every year
Example: Track your weight, strength, and cardiovascular health
Accountability: Seeking professional help when needed:
If you struggle with eating or exercise habits, consider working with a dietician or personal trainer to achieve your health goals
If you struggle with finances, budgeting, or expenses, consider working with a fee-only fiduciary financial advisor to achieve your financial goals
Having another person to assist with accountability and goal tracking can be immensely helpful
Encouragement Moving Forward
No one is perfect, but striving for continual improvement can lead to a healthier and more financially secure tomorrow. Here are a few key thoughts to remember.
Consistency is Key: Small, incremental changes can lead to significant improvements over time
Start Today: Don’t put things off until tomorrow. Make the harder first steps now so your future self will thank you
If you would like help improving your financial situation, please Schedule a Time to Meet. I would be happy to connect and assist.
Fiduciary Financial Advisors, LLC is a registered investment adviser and does not give legal or tax advice. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. The information contained herein has been obtained from a third-party source which is believed to be reliable but is subject to correction for error. Investments involve risk and are not guaranteed. Past performance is not a guarantee or representation of future results.
Money Talk with Skyler Fleming: How Family Conversations Shield You from Financial Under-Preparedness
/Andrew Van Alstyne had the privilege to be featured on the
Money Talk with Skyler Fleming Podcast.
Andrew discusses the importance of family conversations in financial planning. Andrew also shares his insights on how open discussions can prevent financial under-preparedness. He also talks about the role of including all family members in wealth management, the benefits of inter-generational wealth transfers, and how to overcome the tension of talking about money in families with difficult financial histories.
Click the Links Below to Watch or Listen to the Full Episode:
Fiduciary Financial Advisors, LLC is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. Investments involve risk and are not guaranteed. Be sure to consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein.
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Sales Gravy Podcast Feature: Personal Finance Strategies for Sales Professionals
/Ben Lex had the privilege to be featured on the Sales Gravy Podcast.
Ben discusses the importance of personal financial well-being for sales professionals and how to improve their current circumstances with their variable income.
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Fiduciary Financial Advisors, LLC is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. Investments involve risk and are not guaranteed. Be sure to consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein.
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Route 664 Podcast Feature: Wealth Planning
/Andrew Van Alstyne had the privilege to be featured on the Route 664 Podcast.
Andrew discusses the significance that proper financial planning can have on multi-generational wealth and the importance of doing thorough, comprehensive financial reviews.
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Fiduciary Financial Advisors, LLC is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. Investments involve risk and are not guaranteed. Be sure to consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein.
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Financial Freedom and Wealth Trailblazers Podcast Feature: Financial Guidance and Planning
/Andrew Van Alstyne had the privilege to be featured on the Financial Freedom and Wealth Trailblazers Podcast.
Andrew discusses the importance of finding an advisor that aligns with your needs and who understands your relationship with money. He also discusses the significance that proper financial planning can have on multi-generational wealth.
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Fiduciary Financial Advisors, LLC is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. Investments involve risk and are not guaranteed. Be sure to consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein.
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Yahoo! Finance Feature: Six Ways to Mitigate a Sudden Job Loss→
/Andrew Van Alstyne had the privilege to be featured in Yahoo! Finance to talk to readers about the importance of being prepared at all times for the possibility of a job loss.
Andrew discusses why it is important to have a dedicated emergency fund along with tax efficient ways of further upskilling and educating oneself.
Fiduciary Financial Advisors, LLC is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. Investments involve risk and are not guaranteed. Be sure to consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein.
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Should You Hire a Bookkeeper for Your Business?
/Today’s blog goes to my hustlin’ entrepreneurs out there who are ready to get their books organized, have a better grip on their business cash flow, and make tax time a loooooot smoother for themselves.
I get questions all the time from women and mama entrepreneurs about how they can clean up their books and systems, leaving them with confidence and structure. My answer? A bookkeeper. My role as a financial advisor differs from what a bookkeeper does and the services we provide tackle different obstacles.
As a financial advisor, I assist with investing, tax minimization, saving for retirement, insurance planning, and financial planning for your life - think inheritance, divorce, dream vacay, kids’ education, and the list goes on. Intentionally understanding how you (and your spouse!) think and feel when it comes to making financial decisions, allows me to tailor my advice to you. In addition to the specific services I provide, I bring tangible steps and direction to the table to accomplish your goals.
A bookkeeper is to keep your books in order so that you can focus on stewarding your business well. That includes the recording, organizing, and summarizing of all financial transactions within your business – money in, money out, and where it goes! From recording sales, purchases, and expenses to tracking invoices and receipts, maximizing deductions, and confirming business compliance, bookkeeping helps to ensure that your finances are detailed, accurate, and ready for analysis. Both myself as a financial advisor, specializing in women entrepreneurs, and a bookkeeper help you feel confident and at peace with your finances.
Now that you have a better understanding of the difference between my role and a bookkeeper, let’s see if hiring a bookkeeper makes sense for you. I had the privilege to sit down with Brittany DeMoss from Good Steward Bookkeeping to get the inside scoop on bookkeeping. Let’s dive into the conversation!
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L: Brittany, SO good to connect. Can you share a little bit more about who would benefit from hiring a bookkeeper and when it would be beneficial?
B: Anyone who owns a business and doesn’t want to do their own bookkeeping! Bookkeeping has to be done, but it doesn’t have to be done by you. What might take up around 20 overwhelming hours of your valuable time each month could become an additional 20 hours taking on more clients, building your website, sourcing your materials, or spending time with friends and family. What might cost you $2,000 a month of your time could cost just $300 a month of a bookkeeper’s time. Hire it out!
In regards to when, outsourcing a bookkeeper isn’t necessarily dependent on how much income your business is bringing in. Instead of hiring a bookkeeper once you “finally reach $100k,” consider hiring a bookkeeper when you haven’t touched your books in a while. Or if you don’t know where to start, or you panic during tax season, or you don’t know if you’re compliant, or you aren’t paying yourself a dime. The best time to hire a bookkeeper is when you’re ready to be confident, at peace, and make informed business decisions that will increase your profit. Outsourcing this task will help you focus on stewarding your business as a CEO!
L: This is great. It seems like bookkeeping can be beneficial for any stage of business. One question I get often is what’s the difference between a bookkeeper and an accountant? Can you shed some light on that?
B: Absolutely! Accountants and bookkeepers perform different roles, so having both is best! Bookkeepers dive into the nitty gritty details of your books to give you a clear view of your finances, catch error and fraud, help you save and generate more money, and let you focus on stewarding the growth of your business. Once your books are ready, the bookkeeper hands them off to your accountant for tax returns and tax planning.
L: Super helpful. What about the DIYers of the audience? Software like Quickbooks is very common and many of my clients utilize this. Would there be a benefit for an existing Quickbooks/software user to outsource their bookkeeping?
B: My recommendation is yes, there would be a benefit! My favorite software to use for bookkeeping is QuickBooks Online (but Xero is a close second). Even if you use QuickBooks, you might not want to actually use QuickBooks. Let me manage your QuickBooks account for you with my monthly bookkeeping package!
L: You mentioned your monthly bookkeeping package. Tell me more! What levels of service do you offer clients?
B: My most popular (and my personal favorite) service offering is my monthly bookkeeping package. This package is intended for small and growing businesses who are seeking peace and confidence in their numbers! Monthly bookkeeping includes income and expense categorization, bank reconciliations, financial statements, and unlimited support. This package starts at $300/month.
I also offer clean-up and catch-up services for those of you who haven’t touched your books in a while, or maybe ever. It’s overwhelming! This service is a one-time fee to provide categorization and reconciliations for each missed month.
My DIY Bookkeeping Tracker is a bookkeeping tool for all of you DIY-ers! This spreadsheet is for entrepreneurs & side-gig CEOs who aren’t quite ready to hand over their books to a bookkeeper. With this tracker you’ll have: monthly income and expense tracking, a Profit & Loss Statement, goal setting, tax tracking, and pretty visual reporting! For a one-time cost of $89.00 and a few hours of your time each month, this is an economical way to do your own bookkeeping accurately and efficiently. Make sure to use Leanne’s code LEANNE15 for 15% off!
You can also find some free tidbits of bookkeeping tips and tricks on my blog!
L: I love the different scopes of engagement. Something for everyone! Can you share a little more about what communication looks like when an entrepreneur reaches out and you sign on a new client?
B: Full bookkeeping services require minimal monthly virtual communication (although we’re always open for 1:1 support!). We start with a discovery call to get to know each other and, once we commit to a contract, we will set up a meeting to officially transition your bookkeeping off of your plate.
After that, not much is needed from you! Once we work our bookkeeping magic, you will receive an email with any questions (usually just a few) we may have for you regarding your banking transactions for that month. Once answered, you can expect your simple and detailed (and dare I say FUN?!) financial reports in your inbox by the 15th of each month. If you have any questions regarding your monthly bookkeeping reports, we’re happy to hop on a call or explain via email!
L: You have me sold on your “bookkeeping magic”! Any other magical words to share with our readers today?
B: Accurate bookkeeping paints a picture of your financial health and is the foundation for success. It empowers you to make informed decisions about your business - knowing where to invest, how much to charge clients, understanding profits, and being tax-ready without the stress.
You’re making money, but you’re not sure where it’s all going? Bookkeeping. You need to purchase a new camera but you aren’t sure if you have enough in your account to do so? Bookkeeping. Are you unsure if you’re able to pay yourself during a slow month? Bookkeeping. Is your client demand high and you’re wondering if it’s time to raise your prices? Bookkeeping.
Bookkeepers are dedicated to making sense of your business finances for you! Whether it’s setting up systems, offering guidance, or handling the monthly bookkeeping process, my goal is to provide the support and organization you need to help you grow your business successfully and strategically.
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AMAZING feedback from Brittany. Are you ready for your book’s spring cleaning or what? I know I am. You already know I’m going to share all the deets on how you can reach out to Good Steward Bookkeeping. Check out Brittany’s contact information below and here’s to organized books, paying yourself confidently, and clear cash flow!
Fiduciary Financial Advisors, LLC is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. Investments involve risk and are not guaranteed. Be sure to consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein.
About Brittany…
Brittany DeMoss is a bookkeeper, money-stewarder, owner of Good Steward Bookkeeping Co., and Kingdom builder. Photographers, web designers, wellness coaches, copy and grant writers, and coffee shops all over the country are Brittany’s specialties.
She loves serving small businesses, hosting book club (most recent read: Sense & Sensibility), making pottery at a local studio, and dreaming up ideas with her film & photography teacher husband.
W: https://www.goodstewardbookkeepingco.com/
E: brittany@goodstewardbookkeepingco.com
IG: @goodstewardbookkeepingco
About Leanne…
Leanne Rahn is a Fiduciary Financial Advisor working with clients all over the US. If you don’t know what a Fiduciary is, Leanne encourages you to look it up (or even better - check out her website!). She swears you won’t regret it. Women entrepreneurs, newlyweds & engaged couples, and families who have special needs children are Leanne's specialties.
She loves trying new recipes, spending time with her hubs and two littles, and all things Lake Michigan. She could listen to the band Elevation Worship all day long and is a sucker for live music.
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Here, at Fiduciary Financial Advisors, we take our fiduciary oath seriously. We hold these five principles:
I will always put your best interests first
I will avoid conflicts of interest
I will act with prudence; that is, with the skill, care, diligence, and good judgment of a professional
I will not mislead you, and I will provide conspicuous, full, and fair disclosure of all important facts.
I will fully disclose, and fairly manage, in your favor, any unavoidable conflicts
Maximizing Your Financial Windfall: A Guide to Smart Wealth Management
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Learn how to effectively manage a substantial financial windfall with this comprehensive guide. From prudent planning to long-term preservation, discover expert strategies to optimize your newfound prosperity.
Read MorePulse Check: Why Healthcare Professionals Should Monitor Their Credit Scores
/What are Credit Scores?
Let’s start by first reviewing what a credit score is. It is a number assigned to you by a credit reporting agency that helps creditors obtain a quick snapshot of your creditworthiness. Equifax, Experian, and Transunion are the three main reporting agencies in the United States and the credit score number can range from 300 to 850. (Source: Experian; link below)
When you apply for a credit card, a car loan, insurance, or a home mortgage; the lender is going to look at your credit report & score to help determine if you qualify and meet their standards to get approved. By proactively understanding and taking steps to get your credit score high, you should have a better chance of getting approved for credit in the future.
There are 5 different ratings assigned based on your credit score number.
Poor is considered 300-579
Fair is considered 580-669
Good is considered 670-669
Very Good is considered 740-799
Exceptional is considered 800-850
I would recommend striving to get your credit score to at least Good and if you want the best rates and approval chances then keep going until you get to Very Good or Exceptional.
Factors Contributing to Your Credit Score
Your credit score number is calculated based on six different categories: Payment History, Credit Utilization, Derogatory Marks, Length of Credit History, Total Number of Accounts, and New Credit Inquiries. Payment history, Credit card usage, and Derogatory marks have the highest impact on your credit score so those areas would be the highest priority to focus on. Credit Age has a medium impact on your overall credit score. Total accounts and Hard inquiries have the lowest impact.
Payment History: Your goal should be to have as many on-time payments as possible. The higher the better.
100% on-time payments for excellent
99% for good
98% for fair
97% and below needs work
Credit Utilization: Your goal should be to not use all of the credit that is available to you. The lower the percentage the better
0-9% of credit utilized for excellent
10-29% for good
30-49% for fair
50-100% needs work
Derogatory Marks: These include accounts in collection, bankruptcies, civil judgments, and tax liens. Your goal should be to have as few as possible.
0 is excellent
1 is fair
2+ needs work
Length of Credit History: This is the average age of all your open accounts. This goes up over time but you should be cognizant not to close older accounts that have been open for years or this will decrease.
9+ years is excellent
7-8 years is good
5-6 years is fair
0-4 years needs work
Total Number of Accounts: This is just based on the number of credit accounts you have overall. Having more accounts gives creditors more history and data to evaluate you on.
21+ is excellent
11-20 is fair
0-10 needs work
New Hard Credit Inquiries: If you keep applying for a bunch of different accounts this could be a red flag. Limiting the number of accounts you apply to can help keep your credit score high. This usually looks back over the past 2 years.
0 is excellent
1-2 is good
3-4 is fair
5+ needs work
Why Your Credit Score is Important
Some people like Dave Ramsey are totally against any debt while other people like Robert Kiyosaki say you should take out as much “good” debt as possible. Both of these are extremes and most people probably fall somewhere in the middle, using credit and some debt wisely but not going overboard.
If you are going to use debt during your lifetime then knowing what your credit score is and keeping it high should help you when you apply for a credit card or car loan, get insurance, or buy a home with a mortgage.
I use credit karma to monitor my credit score since they were one of the first companies to offer it free years ago. Nowadays there are a plethora of options to pick from. You are also able to check your full credit report for free once a year at https://www.annualcreditreport.com/index.action
If you don’t know what your credit score is currently, take some time this week to figure it out and see if there is anything you should be doing to improve it.
Shout out to Alex Kiel with Macatawa Bank’s Mortgage team for helping me co-write this blog post. She joined their team in 2016. Alex holds her Bachelor’s degree from Davenport University, where she double majored in Marketing and Finance, and played both basketball and golf. When she’s not fitting her customers with the perfect mortgage, Alex cheers on the Detroit Lions, who did quite well this year but unfortunately weren’t able to make it to the Superbowl…next year though! I have also had the privilege of competing with Alex in beach volleyball. 🏐😎
616.502.8044 akiel@macatawabank.com Website
Fiduciary Financial Advisors, LLC is a registered investment adviser and does not give legal or tax advice. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. The information contained herein has been obtained from a third-party source which is believed to be reliable but is subject to correction for error. Investments involve risk and are not guaranteed. Past performance is not a guarantee or representation of future results.
The Supreme Court's Connelly decision reshapes estate planning and buy-sell agreements for business owners.