Nathaniel T. Volkema, CLTC

Nathaniel T. Volkema, CLTC

Investment Advisor Representative

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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
     

 

*The financial analysis and recommendations are not intended to replace the need for independent tax, accounting, or legal review. Neither John Hancock, Signator Investors, Inc. nor any of its agents, employees or registered representatives are in the business of offering such advice. Individuals are advised to seek the counsel of such licensed professionals.



Please contact me today!