Nathaniel T. Volkema, CLTC
Investment Advisor Representative
Phone: 616-796-2094
Fax: 616-796-2095
E-mail: nvolkema@vantagepointefinancial.com
Philosophy
To help individuals, families, and businesses build, maintain, and protect their wealth in a tax advantaged manner*.
Professional Services
- Financial Needs Analysis
- Mutual Funds
- Life Insurance
- Long-Term Care Insurance
- Fixed Annuities
- Variable Annuities
- Stocks
- Bonds
- Products for College Savings
- Business Conservation Strategies
- Employee Benefits
- Estate Conservation Strategies
Professional Qualifications
- Hillsdale College, BA in Financial Management, minor in Classical Studies
- John Hancock Financial Network Representative since 2003
- Certified in Long Term Care Designation (CLTC)
- Member of Holland Chamber of Commerce
- Leadership Holland Class of 2009
- Holland Young Professionals (HYP)
* Current President, Member of Membership and Professional Development Committees
Personal
- Born, raised, and reside in Holland, MI
- Married to wife Heather, who is an ER nurse at Metro Hospital
- Active member of the Grand Rapids Shriners and Holland Masonic Lodge
- Treasurer for the Allegan-Ottawa Shrine Club
- Member of the Hillsdale College Alpha Tau Omega Alumni Board
Contact Info
3333 Evergreen NE, Suite 200
Grand Rapids, MI 49525
Map and Directions
Phone: 800-543-3306
Fax: 616-534-1340
