Tom Blower / Financial Advisor in Grand Rapids, Michigan

My duties as an Adviser include overseeing the financial affairs of my clients which include both individuals and families, as well as corporations and non-profit organizations. My practice centrally focuses on 2 important themes:

#1 - Invest with low costs to maximize performance.
#2 - Invest according to your values, supporting companies and ideas that you believe in.

Here are the situations or services where I try to make my client's lives easier:
* Retirement Planning including: 401(k) Rollovers, IRA's, Pension guidance, and Social Security planning.
* Investment Management including: Cash Management, Portfolio Construction, and Diversification utilizing: Mutual Funds, Exchange Traded Funds, Stocks, Bonds, Separate Account Managers, and Alternative Investments.
* During life changing circumstances such as: retirement or planning for retirement, new marriage, divorce, college savings for children, inheritance and/or settlement management, or selling your business.

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Specialties

401K Consulting 401k Rollover Certified Financial Planner Charitable Planning Divorce Planning Estate Planning ETFs Family Financial Planning Fee Only Fee-Only Financial Planning Independent Investment Advisor Investment Management Investment Services IRA Passive Investment Strategies Professional Wealth Management Registered Investment Advisor Rollover Of 401k Or IRA Socially Responsible Investments Stocks Wealth Management