Is your portfolio ready for a recession?

Shane Ailes

AIF®, RICP

Partner

Shane Ailes

Blessed to Serve West Michigan Families

I believe this is the greatest job in the world. Every day I feel blessed to help families set a course toward accomplishing their unique goals.

Our team’s diverse talent allows me to focus on the retirement goals of clients. My goal is to build a relationship of trust, communication and competence with each and every one of my clients.

My wife Laurey, and I have been married since June of 1990. We moved to Holland shortly after our first son was born. Since that time we have grown from a family of three to a family of eight, including children Zachary, Spencer, Juliette, Sophia, Schaeffer and Ruslan.

Specific Areas of Expertise

Retirement Income: transition from growth phase to retirement and income phase

Overall planning: seeing the big picture

Characteristics that Define My Relationship with Clients

Mutual respect, listen and hear, helping them follow their plan even during tough times and bad markets

Favorite Thing About West Michigan

We love to camp and boat in the Holland area. We love entertaining out of state folks and showing them our amazing west coast of Michigan.

Favorite Place to Visit in Michigan

My wife, kids, and I love to head up to the M-22 area and hang out a lot in the Glen Arbor, Leland, Traverse City triangle.

Prepare your portfolio for a recession the right way.

Download our free guide on getting peace of mind about your retirement future, no matter the state of the economy. We’ll talk about how to plan for retirement before and during a recession, no matter what age you are now, so you can be confident in the decisions you make for you and your family.

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