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Find your position

plot your course

Advice with

the heart of a teacher

Your goals

are our priority

Plan and manage

your retirement

 

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Welcome to L2 Advisors

We are an independent financial planning firm serving the Greater Grand Rapids, Michigan area. L2 Advisors works with folks to help them create and stay on a plan to help attain their financial goals. Our motto is, “Find your position … plot your course.”

The first step is to help you analyze your current financial position (investments, insurance, retirement plans, etc.). Do you feel confident about your financial future and like what you see? Do you need help deciding if this is the correct path for you? If not, then L2 Advisors will work with you to plot a course correction and identify financial strategies to help you reach your financial goals. Our job as financial planners is to bring new options to you. It’s your money, and you are the one who needs to make the financial decisions. We’re here to educate you, offer you options, and help you feel confident toward your retirement goals.

We believe that it is important to help educate our clients on financial matters, especially their own. Our experience is that an educated client, one who understands their financial plan, will stick with that plan.

 

Keagan Rushmore is a SmartVestor Professional in Grand Rapids! Learn More
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Our Firm

People ask us all the time how we chose L2 for our name. It stands for longitude and latitude.

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Our Why

We go through life and build our family, our faith, and our careers. At some point, we realize that life is getting more complicated.

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Our Philosophy

Our philosophy is simple. We provide advice with the heart of a teacher to help clients clearly align their desires with financial possibility.

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Our Services

The focus of our practice is helping individuals plan and manage their retirement so they hopefully do not outlive their money. Our personal and professional experiences help us provide clients with current, thoughtful, and ethical advice on a wide range of topics.

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Financial Planning

Legacy and special needs planning
Assisting with aging parents
Tax planning

 

Investments

Understanding investing principles and strategies can help you avoid some of the pitfalls that snare some investors.

 

Insurance

A sound insurance strategy can help protect your family from the financial consequences of life’s events.

 

IRAs, Roth IRAs

There are advantages and disadvantages of converting traditional IRAs to Roth IRAs.

 

401(k) and Employer-Sponsored Plans

Business owners are faced with a unique set of challenges, regardless of company size.

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Meet Our Team

Learn more about our amazing team of professionals and see what makes us different. We're here to help guide you in the right direction.

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Charles D. Rushmore is the founder of L2 Advisors, LLC, and a financial planner, and since 1998, he has been helping people create a personalized...

Charles D. Rushmore

Founder and Financial Planner

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Keagan W. Rushmore, MBA, RICP, is a financial advisor at L2 Advisors and works toward educating his clients, who can expect advice given to them...

Keagan W. Rushmore

MBA, RICP® Financial Planner

Photo of team member

Mary Lynch is a licensed sales assistant and responsible for providing support to the investment representatives and financial planners at L2...

Mary Lynch

Licensed Sales Assistant

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  • 2674 Kraft Ave SE, Grand Rapids, MI 49546 United States
  • Phone: 616-971-0033
  • Email: chuck@l2-advisors.com

Charles Rushmore and Keagan Rushmore are investment adviser representatives of, and securities and advisory services are offered through, USA Financial Securities Corp., Member FINRA/SIPC. www.finra.org  A Registered Investment Adviser located at 6020 E. Fulton St., Ada, MI 49301. Additionally, Mary Lynch is a registered non-solicitor of USA Financial Securities. L2 Advisors, LLC is not affiliated with USA Financial Securities.

Charles Rushmore and Keagan Rushmore are authorized to transact securities related business and investment advisory services only in states where he is properly registered. For investment products and services these states include:  Charles: FL;MI;OH;OR and Keagan: CA;FL;MI;OH. For investment advisory services these states include: Charles: CO;FL;MI and Keagan: CO;FL;MI. Additionally, clients who are not residents of these states cannot be serviced. This website is not intended to provide investment, legal, or tax advice, nor to effect securities transactions or to render personal advice for compensation. 

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