Grand Rapids, Michigan
Financial Advisor for Grand Rapids & West Michigan
Grand Rapids has its own financial landscape — strong family business culture, healthcare and manufacturing employers, growing tech sector, and a Christian/Reformed community ethos that shapes how many households think about money. Ten Point Financial Group serves West Michigan with the same education-first approach we use across the state.
Free
Initial consultation
Independent
Not tied to a carrier
Statewide
Detroit + West MI coverage
Why Grand Rapids
Grand Rapids and West Michigan have a high concentration of family businesses, multi-generational households, and Priority Health/Spectrum Health employer networks. Financial planning here often involves business succession, family money conversations, and Christian-stewardship considerations alongside the typical tax and insurance strategy. We adapt our process to your values, not the other way around.
How we help
Family Business Strategy
Buy-sell funding, key person insurance, business succession planning, and Cash Balance plans for profitable family businesses.
Medicare in West Michigan
Priority Health and Spectrum Health (now Corewell Health) network considerations matter for Medicare Advantage decisions in West MI. We compare plans for your specific zip code.
Multi-Generational Planning
Many West Michigan families plan across generations — kids' education, parents' care, family wealth transition. We coordinate the moving pieces.
Stewardship-Aligned Planning
For households who want their financial plan to align with their values (charitable giving, ESG investing, faith-based considerations), we adapt accordingly.
Retirement Planning
Income, growth, taxes, legacy — the four pillars adapted for West Michigan households.
Frequently asked questions
Are you familiar with West Michigan employer health plans?+
Yes. Priority Health dominates Medicare Advantage in West MI; Corewell Health (formerly Spectrum) is the largest hospital system. Plan choice depends on your specific providers and prescriptions.
Do you work with family businesses?+
Yes — family business strategy is one of our most common Grand Rapids conversations. Buy-sell funding, key person, succession planning, retention strategies.
Do you do faith-based financial planning?+
We adapt to your values. Many of our West Michigan clients want their plan to reflect Christian-stewardship principles around generosity, debt, and inheritance. We integrate those values rather than ignore them.
How do I schedule?+
Free initial consultation. Most meetings happen virtually, though we can meet in person for clients who prefer it.
Learn more
Free Grand Rapids consultation
Tell us where you are and where you want to be. We'll map gaps and propose strategies that fit your situation and values.
Educational content only. Not financial, legal, or tax advice. All services are provided by licensed professionals. Coverage decisions depend on individual circumstances.