We are an independent financial planning firm serving the Grand Rapids, Michigan, metropolitan 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
People ask us all the time how we chose L2 for our name. It stands for longitude and latitude.More
We go through life and build our family, our faith, and our careers. At some point, we realize that life is getting more complicated.More
Our philosophy is simple. We provide advice with the heart of a teacher to help clients clearly align their desires with financial possibility.More
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.