L2 Advisors is located just outside of Downtown Grand Rapids, near Ada, MI, serving as financial advisors to the greater West Michigan area. Nearing two decades in operation, L2 Advisors is a family business, started by Charles Rushmore, and his son Keagan Rushmore with the goal of helping clients plan not just for retirement, but their financial entirety.
L2 Advisors uses a full offering of services such as financial planning, insurance programs, and investment options. Through partnership with Great Lakes Tax Team, a sibling company to L2 Advisors, clients can have access to tax preparation, accounting, and legal services from a national network of tax professionals and attorneys. With this combination, L2 Advisors' clients can benefit from the experience and knowledgeable network of planning and investment professionals who support the L2 Advisors' team.
As a small firm, L2 Advisors works with clients that are interested in a continuing path of growth of knowledge, and advocacy towards a future together. The first goal of every new client interaction is understanding the fullness of what makes every client's dreams of retirement and their financial future so unique.
Great Lakes Tax Team is not affiliated with USA Financial Securities
Founder and Financial Planner
Charles D. Rushmore is the founder of L2 Advisors, LLC. and a financial planner.
Since 1998 he has been helping individuals create a personalized retirement plan and savings analysis. Throughout his years of working employers and clients, Chuck has developed a network of strategic partners who he can refer clients to for professional services that arise form the financial planning process. He brings the value of these relationships to all clients and community partners.
Advice with the heart of a teacher. A commitment Keagan brings to every interaction, living at the core of everything he provides L2 Avisors' clients. Since 2013, he has served listeners of the Ramsey show, as the longest serving SmartVestor Pro in the area. His focus is helping clients at every stage of their financial journey move forward, and build a plan.
Licensed Sales Associate
Mary is responsible for providing support to the investment advisor representatives at L2 Advisors. She also welcomes new clients and assists them with their inquiries, supports existing clients, and acts as a liaison between internal associates and the investment professionals who support L2 Advisors. Mary has obtained her Series 6 and 63 securities licenses and Life & Health Insurance license. She is also a notary public.