Financial Planning
Overview
Guiding Your Financial Journey
Since opening our doors in 1987, our investment philosophy has been holistic but straightforward, and we’ve never wavered from it: provide the strategies and solutions our clients need to save and structure wisely in order to maximize their future success.
Over the years, this client-centric approach to completely tailored wealth management has served our clients well — with nearly $870 million (as of 12/31/2023 of RAUM) in client assets under our care and watchful eye. We help our clients answer important questions like:
- How much more do I need to save if I want to retire at my desired age?
- How should I structure my accounts if I want to retire before I can tap into my IRA accounts?
- How should I fund my healthcare before I'm eligible for Medicare?
- How much can I draw down each year based on my predicted life expectancy?
If you have these questions, you’re in good hands. Every member on our team shares a growth mindset and the expertise to help you consider your entire financial picture, then outline, define and reach your full financial potential and objectives.
We thrive in the details so you can thrive for years to come.
Financial Planning Team
John is the Chief Operating Officer at LaFleur & Godfrey. He is a lifelong resident of West Michigan. With more than 30 years in numerous leadership roles in the fiduciary and investment management industry, John leverages his experience to help elevate and improve the overall client experience.
Aaron is a Partner and Senior Portfolio Manager and joined the firm in April 2022. He has 20 years of investment and financial planning experience having previously served as a financial advisor at Charles Schwab & Co., Inc. He is a member of the Investment Committee and is also responsible for managing and growing client relationships. Aaron obtained his CERTIFIED FINANCIAL PLANNER® certification in 2014 and helps lead our financial planning client engagements. He resides in East Grand Rapids with his wife, Callie, and their two boys, Lennon and Koen.