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Investment Advisor Representative
Phone: 231-733-8482
Fax: 616-534-1340
jpitney@vantagepointefinancial.com |
I have assisted my clients accumulate and retain assets for college and retirement for over 26 years. My success is driven by contact and friendship with my clients.
Personal Professional Services
- Estate Conservation Strategies
- Financial Needs Analysis
- Education Funding Strategies
- Retirement Funding Strategies
- Life Insurance
- Long Term Care Insurance
Business Professional Services
- Funding Strategies for Buy/Sell Agreements
- Executive Compensation Plans
- Deferred Compensation Plans
- Business Continuation Plans
- Qualified Retirement Plans
- Focus on employer 401 (k), 403 (b) and defined benefit rollovers
Personal Information
- Married to Joanne and have three daughters, Teresa, Tamara & Tricia, four grand children Logan, Alina, Kelsey & Alec.
- I have lived in the small town environment all my life.
- Retired Army Officer
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