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Kurtis Beethem, AIF®

Kurtis Beethem, AIF®

Vice President, Retirement Plan Services

As Vice President of Retirement Plan Services, I work with individuals helping in retirement planning, college funding, insurance, investments, and asset allocation. Taking care of my client’s needs is of utmost importance to me. Reviewing their current financial situation, discussing long and short-term objectives, and analyzing a solid strategic plan giving them a road map to their desired financial destination.

I am dedicated to tailoring a comprehensive financial plan based on each client’s individual needs, educating them along the way so they fully understand our course of action through my recommendations. After a plan is implemented, I regularly meet with my clients to uncover any changes as needed, adjusting their investments accordingly to stay on track. I strive to give my clients the comfort to know that I am quick to action when needed, I believe staying in communication with them by being available builds and foster long-term relationships.

Having a diversified financial background, offering individual plans such as Traditional/Roth IRAs and Annuities, I am also well versed in business needs, for employer-sponsored plans such as 401(k), 403(b), 457, and TSAs. Working onsite when needed allows me to bring my knowledgeable skill sets directly to my clients, managing and helping them achieve their retirement goals together.

In 2015, I attained the AIF® credential (Accredited Investment Fiduciary), this certification demonstrates an understanding of Prudent Practices and methodology. A “fiduciary” standard simply means the investment must be in the client's best interest, by offering my personalized financial advice during the expected and unexpected moments of life, my end goal is earning trust from my clients, knowing they are in good hands working with me.

Graduated from Michigan State University’s College Business School

Licenses / Certifications:
FINRA Series 7 and 66
Life and Health insurance license
Bucket Plan Certified