Yahoo! Finance Feature: Six Ways to Mitigate a Sudden Job Loss→

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Andrew Van Alstyne had the privilege to be featured in Yahoo! Finance to talk to readers about the importance of being prepared at all times for the possibility of a job loss.

Andrew discusses why it is important to have a dedicated emergency fund along with tax efficient ways of further upskilling and educating oneself.

Fiduciary Financial Advisors, LLC is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. Investments involve risk and are not guaranteed. Be sure to consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein.

Featured
Estate Planning: Advanced Strategies for Wealth Management
Andrew Van Alstyne
Estate Planning: Advanced Strategies for Wealth Management
Andrew Van Alstyne

Estate planning goes beyond preserving wealth; it’s a strategic approach to financial security, tax efficiency, and legacy building. This guide explores advanced estate planning techniques, including trusts, business succession strategies, and philanthropic giving, to help you safeguard assets and optimize wealth transfer. Whether managing a business or planning for future generations, these insights ensure a comprehensive and tax-efficient estate plan.

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Andrew Van Alstyne
Equity Compensation: Strategies for Business Owners and Executives
Andrew Van Alstyne
Equity Compensation: Strategies for Business Owners and Executives
Andrew Van Alstyne

Discover strategies to maximize owner compensation, attract and retain key employees, and foster long-term business success with tailored incentives, equity-based rewards, and retention-focused programs.

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Andrew Van Alstyne
House Rich, Cash Poor: Managing Wealth When Your Largest Asset is Real Estate
Andrew Van Alstyne
House Rich, Cash Poor: Managing Wealth When Your Largest Asset is Real Estate
Andrew Van Alstyne

Managing wealth when your largest asset is real estate requires thoughtful strategies. From tax-efficient tools like 1031 exchanges to diversification through DSTs and UPREITs, each option offers unique benefits and trade-offs. Finding the right path depends on balancing growth, liquidity, and long-term goals while navigating the complexities of real estate investment.

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Andrew Van Alstyne
Connelly v. United States: What it May Mean For Your Business
Andrew Van Alstyne
Connelly v. United States: What it May Mean For Your Business
Andrew Van Alstyne

The Supreme Court's Connelly decision reshapes estate planning and buy-sell agreements for business owners.

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Andrew Van Alstyne
Protecting Your Business’s Future: The Critical Role of Buy/Sell Agreements
Andrew Van Alstyne
Protecting Your Business’s Future: The Critical Role of Buy/Sell Agreements
Andrew Van Alstyne

For business owners, the importance of buy/sell agreements cannot be overstated. These contracts are designed to protect both the business and its owners by setting clear guidelines for ownership transitions in case of unforeseen events such as death, disability, or retirement. Without such an agreement, businesses can face severe disruptions, leading to internal disputes or financial strain.

A buy/sell agreement helps ensure that ownership changes are handled smoothly by defining how shares will be sold and at what price. More importantly, it prevents the business from falling into the hands of unintended parties, like an owner’s ex-spouse or an outsider who could negatively impact the company’s operations.

By incorporating key provisions such as purchase price determination and funding mechanisms, buy/sell agreements give businesses a solid foundation for navigating ownership transitions, ultimately protecting their long-term success.

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Andrew Van Alstyne
Financial Planning Feature: Back-to-school is a reminder for financial advisors to review clients' educational savings goals
Andrew Van Alstyne
Financial Planning Feature: Back-to-school is a reminder for financial advisors to review clients' educational savings goals
Andrew Van Alstyne
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Andrew Van Alstyne

Ribbon Cutting Open House Celebration

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YOU ARE INVITED!

Please join us as we celebrate the move into our new headquarters downtown Grand Rapids!

Thursday, May 12 from 3:30 - 6 pm

We will have a ribbon-cutting ceremony with the Grand Rapids Chamber of Commerce along with food and drinks. The purpose of this event is to host you as our guests and give our clients a chance to get familiar with our new location and mingle with community members. We’ll have food, drinks, and fun.

Location: The Lorraine Building - 124 Fulton St. EAST, Grand Rapids, MI 49503 (124 Fulton West is Van Andel Arena so be sure to include the East in your GPS)

Dress code: Come as you are

Format: Come and go as you please, ribbon cutting between 4 - 4:30 pm.

The rest: No RSVP required; but please mark your calendar or ‘Add to your Calendar’ via the button below.

Warm regards,

The Fiduciary Financial Advisors team:

Andrew, Archie, Ben, Connor, Drew H, Drew W, Doug, Ethan, Heath, Jacob, Jake, Kori, Jason, Leanne, Mary, Michael, Ryan, Stephanie, Tom, Travis, and Tyler

 

The building:

New Kalamazoo office expansion!

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We recently completed an acquisition of Chartwell Financial, a boutique RIA in Kalamazoo, Michigan. The move allowed us to expand our geographic footprint further throughout Michigan while providing a seamless succession plan to the retiring Chartwell team.

The transition went smoothly and as a result, we now serve as the financial advising team to over 500 families. Learn more about our Kalamazoo office by clicking Here

Memorial Day

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Happy after Memorial Day weekend. This one is always particularly important to us.

As a veteran owned company, we are thankful the nation takes time to honor those who made the ultimate sacrifice.

We are proud to be veteran owned and do our part to work with veterans and veteran owned businesses.

Recently the Exit Planning Institute, a national organization dedicated to helping business owners better prepare to exit their businesses optimally, sat down with our Founder, Ben VerWys to reflect on how his military service played a role in FFA’s growth over the years.

(estimated read time: 2 minutes)

https://exit-planning-institute.org/blog/memorial-day-celebrating-veteran-business-owners/

Why re-brand after 6 successful years of business with a perfectly fine name?

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In 2020, we re-branded from Action Point Financial to Fiduciary Financial Advisors. Our old name worked fine. So why disrupt? As Fiduciaries, it is important to put our fee-only approach to financial planning & investment management front and center.

Watch this video to learn more about why we changed and why being a Fiduciary Advisor is so important to us (and you!). To learn more visit: https://forfiduciary.com/