Charles Wegener

Financial Representative

Phone: (616) 419-3139
Fax: (616) 534-1340
E-mail: cwegener@vantagepointefinancial.com

Mission

My mission is to develop lifetime relationships with my clients, which in turn will identify their needs and objectives to create appropriate strategies to achieve their personal and financial goals.

Professional Services

Personal Services:

Financial Needs Analysis

Customized Financial Strategies

Life and Long Term Care Insurance

Charitable Giving Strategies

Estate Conservation Strategies

Business Services:

Funding for Buy/Sell Agreements

Qualified Plan Design

Deferred Compensation Strategies

Professional Qualifications

Central Michigan University, Business Administration- 1992

Entrepreneur- Corporate Sales and Marketing Executive

Member of the Grand Rapids Economic Club

Personal

Raised in Grand Rapids Michigan

Currently reside in Rockford Michigan

Married to wife Celeste and proud father of daughter Carlie