Financial Advisors Helping YouFind Your Freedom
Financial freedom isn’t just about money. It’s about finding your why and aligning your resources to pursue it. AAM’s financial advisors, serving Grandville, MI and beyond, help you define that why and create a financial plan that lets you live out your unique vision of freedom.
How Can We Help?
At AAM Financial Planning and Investments, our goal is to help you pursue your goals, whether you’re just getting started, preparing for retirement, or well into your golden years.
Featured In
We Are Your
Coach
Accountability Partner
Advocate
Coach
Accountability Partner
Advocate
Services
What We Do
The passion of our financial advisors is to help people from all walks of life find their own vision of true wealth. That means helping you define what true wealth looks like for you, putting a plan in place to help you pursue your vision, then helping you maintain the true wealth you’ve achieved.
Financial Planning
Our team of financial advisors will design a plan to evaluate your current financial situation and direct you toward true financial freedom.
Investment Management
Our disciplined, time-tested investment strategies provide your portfolio with the proactive service you need to pursue your goals.
Retirement Planning
We’re here to help you avoid your own personal retirement crisis by putting your financial plan into concrete terms using our five-step process.
Tax Planning
We can review your personal tax return and look for opportunities to reduce taxes and give you ideas to save money in the future.
Estate Planning
Our estate planning team helps you create a tax efficient, comprehensive estate plan that leaves little to chance, along with teaching you how your assets will be distributed.
Private Client
Highly complex needs can require sophisticated solutions. Private Client members get the one-on-one support they need.
Discover the right investment strategy for you.
Tell us a little more about your investment objectives and level of comfort with risk.
By what percentage do you expect your portfolio to grow annually over the long-term (10+ years)?
Download a Complimentary Resource
3 Methods to Not Run Out of Money
4 Mistakes People Make With Their First Million
Our Fee Structure
Flexible & Transparent
At AAM Financial Planning and Investments, we believe in providing flexible and transparent fee structures that align with your financial goals. We offer multiple ways to engage our services, allowing you to choose what best suits your needs.
Assets Under Management (AUM) Fees
For clients who prefer ongoing portfolio management, we charge a fee based on assets under management (AUM). Our fees are negotiable and decrease as your assets grow with us, helping to ensure a cost-effective approach as your wealth increases. These fees are discussed beforehand and are transparent.
Hourly Consulting Fees
We offer an hourly consulting fee structure if you need guidance on specific financial matters without ongoing management. This is ideal for clients who seek expert advice on a one-time or as-needed basis.
Project-Based Fees
We offer project-based pricing for clients requiring in-depth financial planning or specialized services. Whether it’s a comprehensive financial plan, retirement strategy, or estate planning review, we tailor our fees based on the scope and complexity of the project.
A Personalized Approach
We understand that every client has unique needs, and our flexible fee structures reflect that. Whether you prefer AUM-based fees, hourly consulting, or project-based pricing, we work with you to find the best solution.
Let’s Discuss Your Needs
We’d love to connect if you’d like to learn more about our fee structure and how we can work together. Contact us today to explore the best approach for your financial future.