Sam’s financial career began at USA Financial where he honed his skills in crafting retirement income plans and supporting advisor teams. Seeking a more direct client-focused role, he transitioned to Premier Financial. Sam thrives on building personalized retirement strategies tailored to each client's unique needs, and strongly values clear communication and client relationships. Sam's passion for financial planning is matched only by his enthusiasm for an active lifestyle, which includes a competitive spirit and love for the outdoors.
Premier Financial is committed to providing more than just financial advice. Based in Grand Rapids, Michigan, they are dedicated to building lasting partnerships with their clients. Premier believes in a collaborative approach to financial planning, working closely with you to create a personalized strategy tailored to your specific goals and life circumstances.
The Tailored FORMula is Premier Financial Consultant’s comprehensive financial planning process designed to guide you toward financial security. The method involves a deep understanding of your financial situation, risk tolerance, and goals. By combining wealth management, risk management, cash and debt management, social security optimization, tax efficiency, retirement income planning, legacy planning, and additional value-added services, they create a robust plan that helps you to make informed financial decisions.
Financial Advisor
