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Take inventory of your 2008 Financial Situation.

Maybe you’ve been working with a financial advisor for many years now, or maybe you’re in the first few months of building that relationship.  Like some people, maybe you’ve never pursued working with a financial advisor for specific reasons.

We’re nearing the end of another year, and over the next couple of weeks, many people will take the time to set new goals or make New Years resolutions as we embark on 2008.

With that in mind, I encourage you to “take inventory” of your family or business’ financial situation.  If you’ve never put together a personal financial plan, it may be a good time to consider doing so.  Maybe you’ve developed specific financial strategies in the last couple of years, but remember, life circumstances change as do financial rules and regulations, so it may be worthwhile to go in for a “financial checkup.”  Whether your plans for 2008 include changing jobs, buying a new home, purchasing investment property, developing a plan to deplete bad debt, or beginning to save for retirement – I think you’ll find it worth your time to “take inventory” with someone you know and trust.

Contributed to by:

Aaron DeVos at Waddell & Reed Financial Advisors

Grand Rapids Resource Welcomes it’s Newest Contributor, Aaron DeVos with Waddell & Reed Financial Advisors!


Hello, my name is Aaron DeVos, and I’m a Financial Advisor with Waddell & Reed in Grand Rapids, MI.  I’m a graduate of Hope College and I’ve been in my career for nearly six years.  I currently live in downtown Grand Rapids, and I continue to enjoy seeing the rapid growth that is taking place in our city.

In my career at a Financial Advisor, among a variety of responsibilities to my clients, my greatest priority is to first focus on the PROCESS of personal financial planning before discussing specific products.  I believe individuals, families, and business owners are seeking to work with a financial professional they can trust and rely on, and someone who truly understands their specific life circumstances and financial goals. In partnering with my clients, our common goal is to develop a financial “roadmap”, specific to where they want to go in life.  As a result of this written plan, we then implement certain investment strategies or insurance programs to help us reach those goals.

Whether your questions or interests are in the areas of cash flow, planning for a major purchase, your children’s education planning, your own retirement, tax planning strategies, or estate planning – I look forward to offering you valuable information in the weeks and months ahead.

 Contributed to by:

Aaron DeVos at Waddell & Reed Financial Advisors