Who We Serve

Overview

Prestige Portfolios at Every Stage

The people who come to LaFleur & Godfrey are individuals who prioritize wealth and security for themselves and the next generation. They’re community leaders, small business owners, executives, families and individuals just like you. No matter where they come from, we help them develop a plan that’s right for their current situation and outlines the future they envision.

They often come to us with questions like:

How much is enough?
What are the important differences between taxable and nontaxable accounts?
Will I outlive my funds?
Which strategies are right for me?

… and we answer them all.

Executives

Along with the level of success you’ve achieved professionally comes a massive demand on your time and energy. Let us help you manage your financial picture so you can focus on doing what you do best: leading.

Business Owners

You’re an expert in your industry, but you may find yourself unsure of how to handle the additional responsibilities that come with business ownership. We’ll help you with succession planning, tackling executive compensation and even outlining your priorities for charitable giving.

Professionals

Your company provides a competitive benefits package and salary, but how do you know if you’re making the most of it long term? We’ll unpack technical jargon, and help you define a clear picture for financial health for years to come.

Retirees

After years of faithful earning, saving and investing, it’s finally time to enjoy it. Our team will help you adjust to this new season, helping you invest wisely to supplement a fixed income stream from social security or a pension, and continue to make an impact throughout your golden years.

Families

Whether your children are in grade school or graduate school, you want your finances to support your lifestyle and needs while accumulating to build the future you desire. We’ll help you make the most of your income and investments today, as you prepare for future retirement and beyond.

Working with Us

Since 1987, we’ve served our Grand Rapids community and clients across the country with excellence in professional money management and a deep commitment to our values, attention to detail and warmth. No matter your location, you and your loved ones will feel deeply cared for and secure in an expert team that’s personally invested in you.