INVESTMENTS & RETIREMENT PLANNING GRAND RAPIDS, MI

K roon & Mitchell have over 50 years of experience managing investments and providing retirement planning in Grand Rapids, Michigan.


Managing Your Investments

Even if you haven’t invested much of your income yet, managing your investments can be as simple as evaluating your personal cash flow and income tax planning. We’re in the business of developing a sound strategy for your investments. We use an integrated approach to holistically review your tax, college savings, estate and wealth transfer, charitable giving and retirement plans.

Retirement Planning

It’s never too early to plan for retirement. We help you evaluate your retirement plans and assets to develop a future financial plan. While navigating different retirement plans can be confusing, our financial advisors at Kroon & Mitchell help make it simple.

A 401(k) is the most popular type of retirement plan. This type of retirement plan allows you to allocate a certain amount of money from each paycheck to go toward retirement. 401(k)s are categorized as defined contribution plans. This means that how much you put in and how much your employer potentially matches determine the balance.

An IRA (individual retirement account) is a retirement savings account that lets you store cash, stocks, bonds, and mutual funds in one place. An IRA can be tax-free until you withdraw money during retirement.

A pension is a defined benefit plan offered by an employer that guarantees a certain monthly income during your retirement. These are less common but still involve professional planning.

If you’re in Grand Rapids or the West Michigan area and are looking to create a sound financial plan for your investments, Kroon & Mitchell’s integrated approach can set you up for future financial success.

Our Team

Phillip Mitchell

CFA, CPA, CTP


Affiliations

members01CFA
members02MICPA
members03rotary
 
members04Chamber
members05famAlli
Kroon & Mitchell
29 Pearl Street NW, Suite 245
Grand Rapids, MI 49503
Email: inquire@kroon.us
Phone: (616) 356-2002
Fax: (616) 356-2051
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