Get on Track for Retirement with RightExpress—It's Free & Straightforward
Are you a busy physician, advanced practice provider, or nurse who wonders if you're on track for retirement, but isn’t sure about working with a financial advisor just yet?
Our firm uses RightCapital, a powerful financial planning software, to build comprehensive plans for our clients. I’m excited to offer you free access to their new, no-cost version called RightExpress. It's designed to help you quickly address key financial questions, see where you stand, and decide if you want to dig deeper.
This streamlined tool is the perfect way to get a clear picture of your financial life without any pressure.
What You'll Discover with RightExpress
RightExpress provides a clear snapshot of your financial situation through simple, focused modules. Here’s a look at what you can explore:
Social Security Optimization: When should you start your benefits to get the most money? This tool analyzes over 700 different claiming strategies to find the one that could maximize your lifetime income. You can compare different options side-by-side to see a breakdown of annual income and find out exactly when one choice becomes more profitable than another.
Retirement: Will you have enough money to retire comfortably? This module goes beyond a simple calculator. It runs thousands of different scenarios to project how likely your plan is to succeed. You can create a "Proposed Plan" to instantly see how changes—like saving a little more or retiring a few years later—could impact your future.
Debt: Ready to pay off your loans faster? This module helps you create a clear path to becoming debt-free. You can enter your credit cards and loans to create a new payment strategy. The tool shows you a clear timeline of how long it will take to pay off each loan under different scenarios.
Risk: Are your investments right for you? After answering a few questions, you’ll get a personal risk score. The tool then compares that score to how your money is currently invested and shows you if your portfolio is a good match for your comfort level.
Ready to Try It Out?
You dedicate your life to caring for others; now it's time to take control of your own financial health and care for yourself. RightExpress offers a simple, no-pressure, and high-value way to begin.
After you've explored your financial snapshot, if you have more questions or want to build a more detailed, personalized plan, I am here to help. Feel free to reach out to discuss how we can work together on a plan tailored to your unique goals. This could include topics like:
Roth Conversion Strategies
Charitable Giving
Insurance Planning
Asset Location
Mega backdoor Roth Contributions
Direct Indexing
And many more!
Setting and achieving financial goals
What investing accounts to use
Tax Planning
Asset Allocation
Backdoor Roth IRA Contributions
Tax Loss Harvesting
Estate Planning
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.
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.
Ribbon Cutting Open House Celebration
YOU ARE INVITED!
Please join us as we celebrate the move into our new headquarters downtown Grand Rapids!
Thursday, May 12 from 3:30 - 6 pm
We will have a ribbon-cutting ceremony with the Grand Rapids Chamber of Commerce along with food and drinks. The purpose of this event is to host you as our guests and give our clients a chance to get familiar with our new location and mingle with community members. We’ll have food, drinks, and fun.
Location: The Lorraine Building - 124 Fulton St. EAST, Grand Rapids, MI 49503 (124 Fulton West is Van Andel Arena so be sure to include the East in your GPS)
Dress code: Come as you are
Format: Come and go as you please, ribbon cutting between 4 - 4:30 pm.
The rest: No RSVP required; but please mark your calendar or ‘Add to your Calendar’ via the button below.
Warm regards,
The Fiduciary Financial Advisors team:
Andrew, Archie, Ben, Connor, Drew H, Drew W, Doug, Ethan, Heath, Jacob, Jake, Kori, Jason, Leanne, Mary, Michael, Ryan, Stephanie, Tom, Travis, and Tyler
The building:
New Kalamazoo office expansion!
We recently completed an acquisition of Chartwell Financial, a boutique RIA in Kalamazoo, Michigan. The move allowed us to expand our geographic footprint further throughout Michigan while providing a seamless succession plan to the retiring Chartwell team.
The transition went smoothly and as a result, we now serve as the financial advising team to over 500 families. Learn more about our Kalamazoo office by clicking Here
The Team Continues to Grow
Our team continues to grow! Heath Biller has joined Fiduciary Financial as an advisor. We are excited to see Heath take a fiduciary stance, making the commitment to put his client's interest first ahead of his own.
Welcome to the team Heath!
The Team Continues to Grow
Our team continues to grow! Jake Hansma recently joined Fiduciary Financial as an advisor. We look forward to watching Jake take his stance as a fiduciary making the commitment to put his client's interest first ahead of his own.
Welcome to the team Jake!
Memorial Day
Happy after Memorial Day weekend. This one is always particularly important to us.
As a veteran owned company, we are thankful the nation takes time to honor those who made the ultimate sacrifice.
We are proud to be veteran owned and do our part to work with veterans and veteran owned businesses.
Recently the Exit Planning Institute, a national organization dedicated to helping business owners better prepare to exit their businesses optimally, sat down with our Founder, Ben VerWys to reflect on how his military service played a role in FFA’s growth over the years.
(estimated read time: 2 minutes)
https://exit-planning-institute.org/blog/memorial-day-celebrating-veteran-business-owners/
Nerd Wallet Feature
Another national media feature from one of our Advisors!
Props to Andrew Mitchell for his recent feature in Nerd Wallet! Check out the article "Spring cleaning your finances."
What is a 'Fiduciary' anyway? And why is it so important that everyone make sure to hire a Fiduciary as their Financial Advisor?
Several of our Financial Advisors recently recorded their brief thoughts on this topic.
Ben VerWys
Tom Blower
Leanne Rahn
Andrew Mitchell
Drew Howard
Why re-brand after 6 successful years of business with a perfectly fine name?
In 2020, we re-branded from Action Point Financial to Fiduciary Financial Advisors. Our old name worked fine. So why disrupt? As Fiduciaries, it is important to put our fee-only approach to financial planning & investment management front and center.
Watch this video to learn more about why we changed and why being a Fiduciary Advisor is so important to us (and you!). To learn more visit: https://forfiduciary.com/