Services

How We Work

At our firm, we offer a variety of financial products and services that, when combined, create an investment plan that integrates risk tolerance, lifestyle goals, and business objectives. When it comes to financial planning, we aim for a long-term, diversified strategy to help you pursue your financial goals.

Investments

Custom Tailored Accounts
Third Party Managed Accounts
Mutual Funds
ETFs
Individual Stocks
Bonds
Closed-End Funds
Preferred Stocks
REITs
Inflation Protected Securities
Variable & Fixed Annuities
Risk Assessment & Review

Retirement

401(k)
Roth 401(k) Profit Sharing Plans
403(b)
TSA Plans
Individual 401(k) Plans
SEP IRA
SIMPLE IRA
Traditional IRAs
Roth IRAs
Rollover IRAs
Retirement Plan Review
Income Needs Analysis

Insurance

Term
Universal Life
Whole Life
Long-Term Care
Disability
Advanced Design for Estate Planning
Buy/Sell Agreements
Key-Man

Additional Services

College/529 Plans
Real Estate Consulting
Social Security
Medicare Advice
Financial Plans
Family Legacy Planning

Account Access

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

cschut@kuipersadvisors.com | 269-349-1432