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Our Why

why We go through life and build our family, our faith, and our careers. At some point, we realize that life is getting more complicated. Our kids are growing up and soon will be going to college. Our parents are aging and we want to be there for them, to help mom and dad cope with a world that is changing very rapidly. We want them to maintain their retirement lifestyle and, we would like to someday live our own retirement dream.

It has not always been easy to save and invest for the future. There are bills to pay, college educations to save for, and unexpected medical expenses. You might have invested over the years, and then you discover that you have a collection of investments, and not a well-balanced portfolio. You realize that you may need help figuring all of this out. You don’t have a plan. You need a plan if you are going to be effective at attaining your financial goals.

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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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