Free match service | No obligation to hire
Personalized advice for
Portfolio Size of 100K and
above
FINRA/SEC Registered Advisors
Quality: All Advisors undergo strict screening to be part of our match network.
Accuracy: We match you to vetted advisors that closely align with your needs.
Simplicity: Our matching system is free and easy to use and takes less than 5 minutes to complete your request.
Confidentiality: Your privacy is important to us. Your information will only be provided to the advisors matched to you.
Your service helped us connect with Brian who had clients similar to our situation.
Former advisor put our cash in a cookie-cutter investment plan and we wanted to find alternative options...
Susan, a Retired Executive from New York
Personalized advice for portfolio size
of 100K & above
There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc., that you could use while searching for the financial advisor that best suits your financial and investment goals.
We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.
Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
| Not Disclosed | $450,000,000 | Not Specified | Fee-Based |
Qualifications
Firm CRD# 288255
Compensation/Fee Fee-Based, Flat Fee, Based on Assets
Office Location
4095 Park E Ct SE STE C,
Grand Rapids,
MI
49546
Phone Number
616-200-6512
Lifeworks Advisors is like a team of expert guides who help people and small businesses make smart choices with their money, so they can achieve their dreams and feel secure about the future. Imagine you're planning a big adventure or trying to win a game. You'd want the best people by your side, right? That's what we do at Lifeworks Advisors, but with finances. What We Do: 1. Financial Planning for Individuals: Think of your life as a journey with lots of destinations you want to visit, like buying a house, going to college, or traveling the world. We sit down with you, listen to your dreams, and then map out a plan to help you get there. We look at how much money you're making, how you're spending it, and how we can save or invest it better. It's like planning the best route to make sure you hit all your favorite spots. 2. Helping Small Businesses: Running a small business is like being the captain of a ship. You have a vision of where you want to go, but there are lots of waves and storms ahead. We help small businesses plan their finances, manage money wisely, and grow. We're like the experienced navigator who helps the captain steer through rough seas and find the best path forward. 3. Tax Advice and Services: Taxes can be confusing, like a maze. We guide individuals and businesses through this maze, making sure they pay what they owe but not a penny more. We also help them understand how different decisions can affect their taxes, so they can plan better for the future. 4. Estate Planning and Trusts: We help people plan what will happen to their money and possessions when they're no longer here. It's like creating a treasure map for your family's future, making sure your treasures go exactly where you want them to. 5. Insurance Planning: Life is full of surprises, and not all of them are good. We help people and businesses pick the right insurance to protect them from unexpected events, like getting sick or having an accident. It's like putting a safety net under your high-wire act. How We're Different: Lifeworks Advisors isn't like other financial firms. We're independent, which means we're not tied to any specific products or services. Our advice is all about what's best for you, not what makes us the most money. We use a lot of technology to make things easier and more efficient, but we never forget that personal touch. We're here to listen, understand, and guide you through every step of your financial journey. In short, Lifeworks Advisors is here to help you make the most of your money, so you can live the life you dream about. Whether you're planning for yourself, your family, or your business, we're the team you want on your side.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
A financial advisor in Michigan can help you prepare for retirement by creating a comprehensive financial plan that takes into account your current assets, income, expenses, and future goals. They can help you develop a savings strategy, choose the right retirement accounts, manage your investments, and plan for Social Security benefits. To learn more, read on about why you should hire a retirement advisor.
Yes, a financial advisor in Michigan can help you with estate planning by creating a plan that outlines how your assets will be distributed after your death. They can help you create a will, set up trusts, designate beneficiaries, and minimize estate taxes. They can also help you choose a power of attorney and healthcare proxy to make decisions on your behalf if you become incapacitated. Read on to better understand how financial advisors listed on our directory can assist you with estate planning in Michigan
Knowing if you need a financial advisor depends on your circumstances and goals. If you lack time or knowledge to manage finances and investments effectively, consider engaging a financial advisor listed in our Michigan directory. They provide assistance in areas like investment planning, retirement planning, wealth management, and financial planning. Explore why and when you might require a financial advisor to gain a better understanding of their role.
During your first meeting with a financial advisor, you can expect a discussion about your financial goals, current financial situation, and risk tolerance. The advisor may ask questions to understand your objectives, income, expenses, assets, and debts. They may also inquire about your investment experience and any specific concerns you have. For more information on how to prepare for your first meeting, refer to this guide on how to prepare for a meeting with your financial advisor.
To find a qualified financial advisor in Michigan, it is important to first determine the type of advisor that suits your financial goals. Consider if you need help with retirement planning, investment management, estate planning, wealth management, or financial planning. Once you identify your needs, we recommend that you can begin your search for an advisor who meets your requirements by utilizing our directory of financial advisors in Michigan. Click here to use our free financial advisor match tool to find and compare advisors matched to your specific needs.
Financial advisors in Michigan work with clients of various ages and income levels, from young professionals just starting out to retirees looking to preserve their wealth. They may also work with business owners, entrepreneurs, and high-net-worth individuals who have more complex financial needs. A good financial advisor will tailor their services to meet the specific needs and goals of each client and provide ongoing support and guidance as their financial situation evolves. If you need a financial advisor, use the free advisor match tool to find and compare vetted financial advisors.
