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Financial Representative
Phone: 616-534-9623 ext 134
Fax: 616-534-1340
Mobile: 616-502-8580
tredder@vantagepointefinancial.com |
Philosophy
To be instrumental and make a positive difference in the lives and families of my clients - together we build a meaningful relationship and financial foundation allowing clients live their best lives and leave a legacy.
My Commitment
My Commitments are to:
- Educate, advocate for, and help guide others toward reaching their financial goals.
- Provide a positive and authentic level of service based on continual communication, intelllectual knowledge, quality resources, and dedication.
- Ask: "If we were meetng here three years from today, looking back over those three years, what has to have happened during that period for you to feel happy with your progress?"
Personal Services
- Needs Analysis
- Customized Financial Strategies
- Retirement Strategies
- College Savings Strategies
- Estate Conservation Straegies
- Business Services
Business Services
- Qualified Retirement Plans
- Executive Compensation Strategies
- Employee Benefits
- Deferred Compensation Strategies
- Business Succession Strategies
- Educational Services
Professional Qualifications
- MBA - Finance
- 5 Years Financial Services Experience
- 20+ Years Professional Corporate Experience (Finance, Bank Management, Communications, Human Resources)
Personal Information
- Raised in Norton Shores, Michigan
- Reside in Grand Haven, Michigan
- Married to husband Troy and delighted mother of two young daughters Reece and Paige
- Member of Spring Lake Weslyan Church in Spring Lake, Michigan
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