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Retirement Planning

Meet Kurt!

Kurt Sytsma

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I was born and raised in a middle-class blue-collar home.  My father was an auto mechanic with his own small business. My mother worked outside the home when I was very young until my father’s business was able to support the family, and my mother could stay at home to raise the kids.

I attended a trade school as part of my high school education with the intent of becoming a residential builder.  That plan was spoiled by the interest rate environment of the early 1980’s when mortgage rates reached 17% or more. No homes were being built so I pivoted and got into the Tool and Die industry earning my journeyman’s card as a Tool and Die maker. I spent 32 years in that industry working for 3 different companies throughout my carrier. At the age of 50 my knees could no longer withstand the 10 -11 hours a day of standing on concrete floors, and once again I was forced to re-invent myself.

After much prayer and soul searching, I was introduced to the idea of becoming a financial advisor. I have always managed my own retirement savings. I am a saver not a spender by nature, and I am very detail oriented. I also have “acts of service” as part of my make up, so this seemed to be a good fit.  I went back to school and passed the licensing exams to become a fully licensed Advisor.

This background is what makes me who I still am today.  I had always been what is considered Blue-Collar and take pride in that!  Just because my life situation now requires me to sit behind a desk, did not change who I am, or more importantly how I think!  I have been where many of you are, I have worked long hours and am not afraid to continue to do so.  I know first-hand the struggles many of you face, just to make ends meet.

I guess what I am trying to convey is that just because a financial advisor is widely considered a White-Collar position, doesn’t mean I must change the way I think and who I best relate to.  In fact, I firmly believe that it is the Blue-Collar backbone of the American people that the financial advisor industry is under-serving the most.

I also realize that this may be where some of you may begin to tune out or consider looking elsewhere. If this is your thought, let me ask you one question… what work ethic would you want in your financial advisor?  Everyone needs to find an advisor who they can relate to, and one who relates to them well too.   If you find that what has made me who I am still today, appeals to you, please contact me to further explore if I am the right “fit” for you, and let’s start a working relationship!

Kurt Sytsma is licensed to sell and/or discuss Securities Products only to residents of the states listed: AZ, CA, CO, FL, IL, MI
Kurt Sytsma is licensed as an Investment Advisor Representative (IAR) and is licensed to sell and/or discuss Advisory Services & Products with anyone residing within the United States. IAR registration is in: MI
Kurt Sytsma is licensed to sell and/or discuss Insurance Products only to residents of the states listed: MI

Address

3767 Sparks Drive SE, 3767 Sparks Dr. SE
Grand Rapids, MI 49546

Licenses

  • Series 66, 7

Why Choose Us?

We use a “holistic approach” to wealth management. Our systems, procedures and techniques have been refined by years of experience making us an efficient and productive wealth management company.

HOLISTIC APPROACH

The Compensation Debate: Fee Based or Commission Based Which is right for YOU?

You can’t drive anywhere with the radio on, or watch one hour of television without hearing or seeing a Financial Advisor ad.  Many of these reference that they feel you need a “Fee Based Fiduciary Advisor”. Some make claims that they would never sell a Commissioned product. Have you stopped to wonder why or why not? When working with me, we will have this conversation and I will explain both sides of this debate. You see I will allow YOU to dictate how I get paid… not the other way around where the advisor states this is how it is if you want to work with ME. To be a true Fiduciary where I am supposed to ALWAYS put the interests of my clients ahead of my own, to me means giving you this choice.  It should never be a “one size fits all situation”. Feel welcome to contact me to learn more about why I feel the way I do, and why I feel that much of what is being told you out there, may not be the whole truth! 

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