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  3. Our Philosophy

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.

“Find your position.” Our financial planning strategy is to help clients answer these questions: If I keep doing what I am doing now, where will I end up? Will I be able to maintain my desired lifestyle in retirement?

“Plot your course.” Once we understand your current retirement savings strategy, the tools are available to help you with a “course correction” that will hopefully allow you to achieve your financial goals. It is important to plan your trip from start to finish. Ensuring you have the right provisions for the trip home are as important as the tools you bring along on the journey.

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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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