Curious about what it is exactly that I can help with? I help you answer the question, "Am I saving enough?"
Step 1) We take a panoramic picture of your finances as they are right now.
Step 2) We figure out what you'd like your personal financial picture to look like in the future.
Step 3) We take all of that info and figure out how to optimize what you're doing today in order to help you get to where you want to be in the future.
Step 4) We deploy your personalized strategy and invest in a tax-efficient manner.
Step 5) We monitor your progress to help keep you on track towards your desired financial future.
At the professional level, I graduated from Calvin College with a Bachelor of Science in accountancy and from GVSU with a Master of Science in taxation. I worked seven years as a CPA for Bredeweg & Zylstra, PLC in Grand Rapids, MI and five years as a financial advisor/CPA for Bayside Capital Management here in Holland.
On a personal note, my wife, Bethany, and I reside in Holland with our three boys, Drew, Rhys and Lane. We love to spend time outdoors camping, shooting hoops, working in the yard, biking to city parks, rehabbing our Historic District home and taking leisurely strolls down the beautiful streets of Holland. I personally enjoy volunteering on the boards at Pillar Church, Jubilee Ministries and previously as the City of Holland Historic District Commission chairman.
I would love the opportunity to serve you with whatever your financial needs may be.
- Business Retirement Plans
- Wealth Strategies
- Retirement Savings Strategies
- New Investors
- College Savings
- Portfolio Reviews
My Personal Interests
- Spending Time with Family
- Real Estate
- Home Improvement
Office Address533 Michigan
Holland, MI 49423 opens in a new window
Phone NumberJosh Franken at (616) 396-2459
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