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Our Process

Our process is built on exploration and partnership, allowing us to become advocates for one another, not just client and financial advisor. In order to understand your needs, our advisors use a proprietary process to take the pieces, unique to your puzzle to create a plan that puts those pieces in the right place. Our TruVectr FORMula® is a proprietary process that integrates wealth management with risk and debt management, income and tax planning, and philanthropy for successful families, professionals and business owners. L2 Advisors and the TruVectr FORMula® help clients pursue their financial independence.

L2 Advisors of Grand Rapids Michigan are the wealth managers behind the proprietary processed called The TruVectr Formula®.

Our process is designed to continually adjust and monitor your critical life and financial events to keep your plan on track.

Our first priority is helping you take care of you and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success as wealth managers and retirement planners in the Greater Grand Rapids, MI community and beyoned.  Part of our propritary process is based on our company story (which you can find here if you haven't read it yet: Our Story So Far) and involves a three step focus of Discover, Design, Deploy. Read more in the slides below. 

Contact Us to Unlock the Full Potential of the TruVectr FORMula ®

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