Jaycob Keuning

Financial Planner at Straight Path Wealth Management - Jenison, MI, US

Jaycob Keuning's Colleagues at Straight Path Wealth Management
David Lutz

Senior Wealth Adviser

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Ken Welch

CPA & Wealth Advisor

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Jaycob Keuning

Certified Financial Planner™

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Matthew B.

CERTIFIED FINANCIAL PLANNERâ„¢ Professional

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Thomas Proos

Senior Wealth Advisor | Investment Strategist

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Matthew Boersen

Managing Partner, CERTIFIED FINANCIAL PLANNER™ Professional

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Jaycob Keuning's Contact Details
HQ
616-648-8346
Location
Hudsonville, Michigan, United States
Company
Straight Path Wealth Management
Jaycob Keuning's Company Details
Straight Path Wealth Management logo, Straight Path Wealth Management contact details

Straight Path Wealth Management

Jenison, MI, US • 10 - 19 Employees
Financial Services

We are a fee-only registered investment advisor that strongly upholds the fiduciary standard (always do what is best for the client). We work with hundreds of clients to help ensure their happy and successful financial future.With our in-depth knowledge of Social Security, we are able to help those getting ready for retirement to optimize their benefits, many times allowing them to receive more than $100,000 extra over the course of their lifetime. We also put together an in-depth retirement income plan to maximize the after tax benefit to the retiree and to avoid paying the pesky taxes that seem to limit so many people's retirement dreams.When the planning above is combined with our innovative portfolio strategy Income 2.0, we truly help the retiree maximize their retirement income possibilities. With bonds being unattractive for the next few decades, our portfolio which does not require fixed income to reduce risk and create income, creates a higher amount of income, without the inherent low performance that bonds are expected to give over the next 20 years.For those not quite in retirement, we combine our Wealth Building Plan along with our Growth 2.0 strategy to make sure you get where you want to go. Since our Wealth Building Plan reduces the obstacles seen with traditional retirement planning, clients find it easier and more enjoyable saving for goals, even though they may be far off.Contact us for more information. 616-288-3670

Financial Planning Investment Management 401k Retirement Planning
Details about Straight Path Wealth Management
Frequently Asked Questions about Jaycob Keuning
Jaycob Keuning currently works for Straight Path Wealth Management.
Jaycob Keuning's role at Straight Path Wealth Management is Financial Planner.
Jaycob Keuning's email address is ***@straightpathwealth.com. To view Jaycob Keuning's full email address, please signup to ConnectPlex.
Jaycob Keuning works in the Financial Services industry.
Jaycob Keuning's colleagues at Straight Path Wealth Management are David Lutz, Ken Welch, Jaycob Keuning, Matthew B., Thomas Proos, Matthew Boersen and others.
Jaycob Keuning's phone number is 616-648-8346
See more information about Jaycob Keuning