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We believe we have to make the most of what we have and have been given. The first step is to protect what is in our control and important to us. We have identified more than 6 ways to protect what you have earned and been given.
We believe that your CEOYou Principled Plan should not only protect what you have but should help you live a fulfilled life. Fulfillment looks different for different people with different requirements to get it done.
Our experience is that many of our relationships want to live full lives, full of activities, but also want to give to others. Give to family. Give to charity, Create a legacy. We love to support local charities along side our clients.
We then work for you from the operations side of your money helping you take financial inventory, identify efficient ways to use your resources to attain targeted results, and monitor progress toward attaining your desired outcome.
After placing you in the CEO seat, we take a financial inventory so everyone involved understands where you are now, where you want to go and how to create a executable, Principled Plan to get to your desired end result. We then measure your progress in Your Money's CEO review meetings keeping you up to date on your progress.
There are forces that continually can eat away at the value of the financial resources you have to work for you. Fees, costs and taxes are a few of these forces that can leave you with less than you need or want. We will identify any hidden value that we find and report back to you our findings with no obligation to do anything else.
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Alan Tubbergen offers advisory services through PLP Advisors, LLC 961 4 Mile Rd NW, Grand Rapids, MI 49544. PLG Planning and PLP Advisors are unaffiliated companies.