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Nick Somers, Associate Wealth Advisor

Financial decisions can be complex and if made without a plan, can be very costly. There are often many paths to explore, and often conflicting advice found along the journey.

After working at Meijer and Tyson Foods, Nick Somers transitioned to financial services to help families find the best financial path. Whether you’re saving for retirement, planning to retire, or enjoying your Golden Years, Nick will help you reach your goals while minimizing your taxes and maximizing your wealth.

Nick is a Chartered Financial Consultant (ChFC®) and is a Candidate for CFP® Certification.


PERSONAL PROFILE

Nick grew up a ‘Hoosier’, and planted roots in West Michigan over 20 years ago attending Grand Valley State University. He and his wife, Diana, and are is blessed with three children. They attend Chapel Point and are active in their Hudsonville community. In the summer, Nick and his family can be found soaking up West Michigan’s sunshine, and in the winter enjoying Grand Valley Stars youth hockey.


Your life savings reflect years of smart decisions. Diligence, discipline, and hard work. Moving from the “earning years” to the “spend down” years is different.

 

Today, you’re faced with an entirely new set of choices:

• How much should you spend per year and still have “enough” for your life?
• How should you respond to “financial noise” in the news media?
• How can you help prepare your loved ones to manage their inheritance wisely?
• How will you avoid paying more taxes than you need to?
 

If you want clear guidance to make key financial choices with confidence, then schedule a call with our team today!

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