Nicholas Vangeest

About Nicholas Vangeest

Managing your finances can be overwhelming. Am I saving enough? Am I using the right account type? Are my investments appropriate for me? What will happen to my family if I\'m not here some day?When I meet with new families, I always take a goal-centered approach. After getting to know my client\'s hopes, concerns, and past experiences, we work together to develop an action plan that we can both be confident about. I feel that a comprehensive, holistic approach to planning helps my clients sleep easy at night, regardless of the chaos going on around them.I find it rewarding to help families enter retirement knowing that they have a solid financial plan in place. Seeing the relief on their faces after they\'ve completed their last day of work is energizing and helps me stay excited for work each day.What is that one burning financial question you have about investments, retirement or savings? What concerns you the most? Email me a question or two and I\'ll respond promptly. I look forward to seeing if you and I are a good fit to work together.Nicholas VanGeest, CFP ®, C••••••••@firstheartland.comSecurities offered through FIRST HEARTLAND CAPITAL, INC. Member FINRA & SIPC. Advisory services offered through First Heartland Consultants, Inc. Drummond Capital Management Group, LLC is not affiliated with First Heartland Capital, Inc.

Experience

1. Financial Advisor

   Clearwater Wealth Management

   Dec 2010 — Present

   West Michigan

Education

• Grand Valley State University

  Bachelor's degree

  2004 — 2008

Skills

• Retirement Income Strategies
• Portfolio Management