Please join us in thanking this year’s Houses to Homes Gala Champion Sponsors! Their support provides a foundation for ICCF’s work in equitable opportunity, affordable homes, and thriving neighborhoods. THANK YOU Cinnaire, Lumbermen's Inc., Old National Bank Fifth Third Bank, Grow Trust Partners, the R. Verwys Family Ministries Fund, FHL Bank Indianapolis, IFF (CDFI) Elevate Technology Partners MarJo Construction Services Tommy's Express? Car Wash, and Bill & Annette Byl
关于我们
? Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member SIPC. sipc.org ? Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. ? For a list of states in which we are registered to do business, please visit www.growtrust.com
- 网站
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https://www.growtrust.com
Growtrust Partners的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 总部
- Ada，Michigan
- 类型
- 私人持股
- 创立
- 2006
- 领域
- Financial Service
地点
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主要
获取路线
979 Spaulding Ave SE
Suite A
US，Michigan，Ada，49301
Growtrust Partners员工
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Christopher Engle, CHFC?, CFP?, AEP?
Growtrust Partners
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Pete Smith
LPL Financial Advisor at Growtrust Partners
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Michael Steinebach, CFP?, CRPC?
I help leaders in Business and Healthcare grow and preserve their wealth, enabling them to retire successfully.
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Lisa May
Client Services Manager at Growtrust Partners
动态
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The Super Bowl isn’t just about big plays—it’s about strategy, teamwork, and making smart moves. The same goes for your finances! If your 2024 financial plan was a football play, what would it be? Drop your answer in the comments! ???? ?? "The Hail Mary" (Taking a big investment risk!) ?? "The Quarterback Sneak" (Slow and steady savings) ?? "The Defensive Line" (Building a strong emergency fund) Let’s hear your best financial play! ????
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Congratulations to Courtney Burt for earning the Series 66 certification from FINRA! This achievement reflects her dedication and expertise in the financial industry. We're proud to have her on our team and excited to see her continued success!?
I’m happy to share that I’ve obtained a new certification: Series 66 from FINRA!
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?? Strategic and intentional financial planning deeply rooted in your values and goals ?? LPL Financial Planner
?There's still time to join Savannah and me at Inforum's Emerging Professionals Affinity Group THIS Thursday from 12-1pm via Zoom! We will answer questions like: ?What is estate planning? ?Who needs an estate plan? ?What role does life insurance play in estate planning? Event is FREE and open to the public - link to register in the comments below!
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?? Congratulations to Rachel Dick, MS, CFP?, AWMA? for receiving LPL Financial's Rising Star Award! ?? Her dedication and hard work were recognized at the December conference in Washington, D.C. We're so proud to have Rachel on our team as she continues to shine in the financial advising world.
?? Strategic and intentional financial planning deeply rooted in your values and goals ?? LPL Financial Planner
??Proud to stand among these 20 inspiring women who received LPL Financial's Rising Star Award this past December in Washington, D.C.! ? ??The Rising Star program recognizes emerging women financial advisors from across the country who exemplify commitment to clients, business growth, and leadership in the industry. ? ??So grateful for each of the connections made and for the clients who put their trust in me, so I get to keep doing a job I love every day! #LPLFinancial #RisingStar
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?? Strategic and intentional financial planning deeply rooted in your values and goals ?? LPL Financial Planner
As you set your sights on 2025 ??, don't forget to check your new goals and resolutions against your Core Values. ? What's more important than money to you? ? If you had unlimited resources, how would you spend your time? ? What factors influence your decisions to say 'yes' or 'no'? ? How do you want to be remembered? We've created a guide to help our clients keep these top-of-mind in their #financialplanning as well - it has led to great conversations, especially for couples! Link to the guide in the comments below - happy planning!
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Reminder! Our Lunch and Learn event is this Thursday, November 21st! Have questions about wills, trusts, life insurance? This free event may be for you! Link to register in the comments! Questions? Email [email protected] or call us at 616-949-8300
?? How can I ensure my kids are cared for if something happens to me? ?? Should I have a will, trust, or both? ?? Does my family need life insurance, and when should we get it? Join our own Rachel Dick, MS, CFP?, AWMA? & Savannah Robinson of Strategic Planning Law for a FREE LUNCH WORKSHOP ?? where they'll address these questions and more! Link to RSVP in the comments below ?
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