Troy D. Ernzer, CFP® , ChFC, CASL

Troy D. Ernzer, CFP® , ChFC, CASL

Vice President

Phone: (616) 419-3128
Fax: (616) 534-1340
E-mail:


My Mission Statement

    My mission is to build long term relationships with my clients. I want to help identify my client's needs and objectives and then suggest the appropriate strategies to help them meet their goals.

 


 

Professional Qualifications

  • Financial professional since 2001
  • CFP® Professional
  • Chartered Advisor in Senior Living (CASL)
  • Chartered Financial Consultant (ChFC)

 


Personal Services

  • Financial Needs Analysis
  • Customized Financial Strategies
  • Life and Long term care insurance
  • Investments
  • Charitable giving Strategies
  • Estate Conservation Strategies
  • College Funding Strategies
  • Retirement Funding Strategies

 

Business Services

  • Funding for Buy/Sell Agreements
  • Qualified Retirement plans
  • Deferred Compensation Strategies
  • Key Man Insurance
  • Employee Benefits

 

Personal

  • Born and raised in Grand Rapids, Michigan
  • Reside in Spring Lake with wife Elizabeth and 3 young daughters Hannah, Amelia and Gillian

 

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®,

CERTIFIED FINANCIAL PLANNER™ and in the U.S., which it awards to individuals who

successfully complete CFP Board’s initial and ongoing certification requirements.