Is your portfolio ready for a recession?
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FREE RETIREMENT PLANNING WORKBOOK
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What can we do today to make life better tomorrow?

Financial services
for your family.

TALK WITH AN ADVISOR

What can we do today to make life better tomorrow?

Financial services for your family

TALK WITH AN ADVISOR
financial advisor services west michigan

Personal Planning

‘Stressful’ should be the last word that describes your next season.
  • Strategies for retirement
  • Personalized savings plans
  • Retirement income solutions
  • Charitable giving strategies
  • Donor advised funds
Learn More About Personal Planning

Personal Planning

‘Stressful’ should be the last word that describes your next season.
  • Strategies for retirement
  • Personalized savings plans
  • Retirement income solutions
  • Charitable giving strategies
  • Donor advised funds
Learn More About Personal Planning

Investment Selection and Monitoring

Put your money to work for you.
  • Portfolio management
  • Alternative investments
  • Equities, annuities, mutual funds and exchange traded funds
  • Tax advantage strategies
Learn More About Investment Selection & Monitoring

Generational Wealth Transfer

Leave a lasting legacy for your family.
  • Estate
  • Legacy
Learn More About Generational Wealth Transfer

Risk Management

You deserve some peace of mind.
  • Life insurance
  • Long-term care
  • Disability income
Learn More About Risk Management
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Investing involves risk and you may incur a profit or a loss. Please carefully consider investment objectives, risks, charges, and expenses before investing. Full disclosure can be found here.

Advisory Services offered through West Michigan Advisors, LLC.

Securities offered through Level Four Financial, LLC, a registered broker dealer and Member of FINRA/SIPC.

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Level Four Financial, LLC, and West Michigan Advisors, LLC, are independent entities.

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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FREE RETIREMENT
PLANNING WORKBOOK
TALK WITH AN ADVISOR