James L. Pitney

Investment Advisor Representative

Phone: (231) 733-8482
Fax: 616-534-1340
E-mail: jpitney@vantagepointefinancial.com

I have assisted my clients accumulate and retain assets for college and retirement for over 26 years. My success is driven by contact and friendship with my clients.

Personal Professional Services

• Estate Conservation Strategies
• Financial Needs Analysis
• Education Funding Strategies
• Retirement Funding Strategies
• Life Insurance
• Long Term Care Insurance

Business Professional Services

• Funding Strategies for Buy/Sell Agreements
• Executive Compensation Plans
• Deferred Compensation Plans
• Business Continuation Plans
• Qualified Retirement Plans
• Focus on employer 401 (k), 403 (b) and defined benefit rollovers

Personal Information

• Married to Joanne and have three daughters, Teresa, Tamara & Tricia, four grand children Logan, Alina, Kelsey & Alec.
• I have lived in the small town environment all my life.
• Retired Army Officer