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Ron Courser & Associates Logo

2900 Charlevoix Dr SE

Suite 310

Grand Rapids, MI 49546

   

 

Our Services

We Are Wealth Management Specialists

Our practice focuses on serving the retirement planning and wealth management needs of individuals and business owners. Our services are designed to give our clients the peace of mind they need to enjoy a worry-free retirement.

All of our services are completely customized to the individual needs, values, and goals of each client. However, the majority of our services fall under the following areas:

  • Financial Planning

    • Retirement Plans
    • Estate Plans
    • Profit Sharing Plans
    • Social Security Planning
  • Investments

    • IRA: Roth, SEP, Simple
    • Stocks, Bonds, Mutual Funds
    • College Savings Accounts
    • 401(k)/403(b) Rollover and Management
    • Institutional Money Management
  • Life Insurance

    • Term
    • Universal
    • Whole
    • Final Expense Insurance
  • Identity Theft Protection


  • Long Term Care Planning

    • Traditional LTC Insurance
    • Asset-Based LTC Insurance
    • Annuity + LTCi Plans
    • Life Insurance + LTCi Plans
  • Medicare Planning

    • Medicare Supplement Insurance (Medigap)
    • Medicare Advantage Plans
    • Medicare Part D Prescription Plans
  • Health Insurance

    • Affordable Care Act (pre-Medicare)
    • Hospital Indemnity
    • Cancer Insurance
    • Critical Illness
    • Dental / Vision / Hearing
    • Disability Income Protection