Troy D. Ernzer

Mission Statement

My mission is to build long term relationships with my clients. I want to help identify my client's needs and objectives and then suggest the appropriate strategies to help them meet their goals.

Professional Qualifications

Financial professional since 2001
CFP Professional
Chartered Advisor in Senior Living (CASL)
Chartered Financial Consultant (ChFC)

Personal Services

Financial Needs Analysis
Customized Financial Strategies
Life and Long term care insurance
Investments
Charitable giving Strategies
Estate Conservation Strategies
College Funding Strategies
Retirement Funding Strategies

Business Services

Funding for Buy/Sell Agreements
Qualified Retirement plans
Deferred Compensation Strategies
Key Man Insurance
Employee Benefits

Personal Information

Born and raised in Grand Rapids, Michigan
Reside in Spring Lake with wife Elizabeth and 3 young daughters Hannah, Amelia and Gillian

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP, CERTIFIED FINANCIAL PLANNER, and in the U.S., which it awards to individuals who successfully complete CFP Boards initial and ongoing certification requirements.