Investment Advisor Representative

Phone: 616-534-9623 ext 113
Fax: 616-534-1340
jfogg@vantagepointefinancial.com

Philosophy

My goal is to find and gather assets. I listen to my client's needs and concerns so that I can formulate appropriate recommendations. My clients can expect a comprehensive fact finding session, detailed plan of action, precise execution and appropriate evaluation to keep their strategies current. I exist to serve my clients. There is no greater evidence of trust than for someone to allow me to manage their life's savings, protect their family's future, or provide benefits to their employees. The greatest compliment I can receive from my clients is an introduction to someone that they care bout. This shows they have truly benefitted from our relationship and want others to experience the same benefits.

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

Education and Experience

• Michigan State University Class of 1995
• Practicing in West Michigan since 2000
• Licensed to sell securities in Michigan and New York

Personal Information

• Born and raised in Michigan
• Reside in Grand Rapids, Michigan
• Married to Kim and have three children, Madelyn, Brenden, and Harrison
• Enjoy camping with my family, tinkering with electronics and home improvements