Nathaniel T. Volkema, CLTC

Nathaniel T. Volkema, CLTC

Financial Advisor

Visit my web site!

Phone: 616-796-2094
Fax: 616-796-2095
E-mail:


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
  • Member of the Million Dollar Round Table
  • Certified in Long Term Care designation (CLTC)
  • Member of Holland Chamber of Commerce
  • Leadership Holland Class of 2009
  • Holland Young Professionals (HYP)
    * Past President, Member of Membership and Professional Development Committees

 

 

Personal

 

  • Born, raised, and reside in Holland, MI
  • Married to wife Heather, who is an Nurse Practioner 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