Ben Lex / Financial Advisor in Grand Rapids, Michigan

I specialize In working with sales professionals and other high-earners with variable incomes. My practice is tailored to your unique needs and focuses on two essential themes.

#1 - Maximize investment performance with low costs in a way that aligns with your values and beliefs.
#2 - Develop a strategic financial plan focusing on financial and tax efficiency.

I provide tangible benefits in the following situations or services to make my clients' lives easier:
- Retirement Planning, including 401(k) Rollovers, IRAs, Pension guidance, and Social Security planning.
- Investment Management, including Cash Management, Portfolio Construction, and Diversification using Mutual Funds, Exchange-Traded Funds, Stocks, Bonds, Separate Account Managers, and Alternative Investments.
- Assisting with life-changing circumstances such as retirement or retirement planning, new marriage, college savings for children, and inheritance and settlement management.

Sales professionals work hard for their money, often without a clear plan. Through strategic financial and tax planning, I empower you to take control of your financial future, making informed decisions that can leverage compounding interest to your advantage. This allows your money to start working for you and gives you the power to reclaim your time.

Specialties

401K Consulting 401k Rollover 403B Plans Advising for Sales Professionals Advisory And Investment Management Asset Protection Charitable Planning College Planning Comprehensive Financial Planning Corporate Bonds Debt Management Estate Planning ETFs Family Financial Planning Fee Only Fee-Only Fiduciary Financial Planning Financial Planning Advice And Services Financial Planning for Variable Income Income Tax Planning Independent Investment Advisor Investment Consulting Investment Management Investment Services IRA Legacy Planning Managing Variable Income Middle Income Mutual Funds Passive Investment Strategies Professional Wealth Management Registered Investment Advisor Retirement Distribution Plan Retirement Income Planning Retirement Planning Rollover Of 401k Or IRA Wealth Management Young Investors