Matthew Lehman

Matthew Lehman

Registered Representative

Phone: 616-534-9623 ext 159
Fax: 616-534-1340
Mobile Phone: 616-293-3440
E-mail:

Mission Statement

My desire is to develop personal relationships with clients, and in so doing, discover each client's unique objectives and aspirations through analyzing needs. I appreciate the hard work and effort it takes to achieve a lifetime of accomplishments. I hope to provide the resources to help preserve my client's successes.


Professional Qualifications

  • Cornerstone College, BA Secondary Education, 2000

 


Professional Personal Services

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

 


Professional Business Services

  • Qualified Retirement Plans
  • Non-Qualified Retirement Plans
  • Buy/Sell Agreement Funding
  • Executive Compensation Strategies
  • Deferred Compensation Strategies
  • Key Person Insurance
  • Business Continuation Strategies

 


Personal

  • Married to wife Holly for 9 years
  • 3 children, Ethan, Zoe, Lauren
  • Member, Grace Life Church, Belmont, MI
  • Support Mars Bros mentoring program
  • Entrepreneur, founder of Urban Mill Café / It's A Grind Coffeehouse 2003