LIVE MORE
WORRY LESS
How We Serve
Advisory PLAN
Foundational planning as an Advisory Client involves our professional financial planning process that incorporates your personal values and goals, as well as your financial resources.
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Your plan is delivered over a series of strategy meetings using interactive online tools, custom schedules and reports, systematic processes, engaging discussions about your options, and follow-up emails with written action steps.
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We offer a no-cost, introductory call and meeting. Prior to our initial call and introductory meeting we ask that you complete our online Pre-Meeting Questions.
Ideal Life PLAN
This advanced planning option includes all services offered at the Advisory Plan level and additionally provides our full suite of all-inclusive comprehensive financial planning solutions.
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This is appropriate for clients who desire the highest levels of planning, relationship, and ongoing interaction with our team and desire to delegate the burden of certain financial responsibilities to more fully live their Ideal Lives.
We help you stay on top of all aspects of your financial life and proactively coordinate on your behalf with other professionals, such as CPAs, attorneys, mortgage brokers and insurance agents as needed.
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Who is a typical Ideal Life client?
Our typical client is someone who is very serious about their financial present and future.
You are likely a good fit if you:
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Prefer to delegate to a professional so you can focus your valuable time and energy on those things in life that are most important.
Care deeply for your family, community, and/or something other than yourself. Ideal Life Clients are passionate about life.
Are willing to do what it takes
to achieve your goals.
This includes a willingness to implement strategies.
GETTING STARTED
Our services start by completing a set of online Pre-Meeting Questions. Once we receive
the completed questions, you will be provided a link to schedule a discovery call with one of our planners. If there is a good fit, we will schedule a no-cost, in-person consult.
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3185 Corporate Grove. Dr., Suite C
Hudsonville, MI 49426
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Email: plan@ideallifefinancial.com
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Manuel Campins is a Registered Representative offering securities through Cetera Advisor Networks LLC, member www.FINRA.org/www.SIPC.org, a broker-dealer. Dave Veltkamp is a Non-producing Registered Representative of Cetera Advisor Networks LLC, member www.FINRA.org/www.SIPC.org. Cetera is under separate ownership from any other named entity. Investment advisory services are offered through HBW Advisory Services LLC. Tax Services provided by HBW Partners Tax Services LLC. Manuel M Campins and David H Veltkamp are Investment Advisor Representatives with HBW Advisory Services LLC. For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Cetera Advisor Networks LLC does not provide tax or legal advice.
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This site is published for residents of the United States only. Registered Representatives of Cetera Advisor Networks LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Advisor Networks LLC site at: www.ceteraadvisornetworks.com
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Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.
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