FINRA has investor education materials such as BrokerCheck, which provides insight into firms and financial advisors.

2674 Kraft Avenue Southeast, Grand Rapids, MI 49546

(616) 971-0033
AskUs@l2-advisors.com
LOGIN

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. 


Discover

Our team cares about who you are, and where you're going. We know every client has a unique story. We take the time to listen with compassion and discover who you are. Anyone can give directions to a destination, which is why our team focuses on the entire journey behind pursuit of financial goals. 

I'm Ready to Book a Fit Meeting!

Design

Once we've heard your story and know where you're going, our proprietary process the TruVectr Formula ®  is applied to your unique retirement or wealth management design strategy.

I'm Ready to Schedule a New Client FIT Meeting!

Deploy

Our proprietary process, the TruVectr Formula ® is designed to target your needs with the right services at the right time. Now that a plan is designed, we know what services are right to deploy and also have a good idea of what is coming for each client in years ahead. For everything else, there are Critical Life and Financial Events. Thankfully, when that happens, our proprietary process is adaptive to whatever life circumstances come your way. 

What are Critical Life & Financial Events?

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

Thank you!
Oops!