Heath Biller / Financial Advisor in Grand Rapids, Michigan

I am proud to be a fee-only fiduciary financial planner working with Doctors, Advanced Practice Providers, and Nurses. I assist healthcare professionals eager to set themselves up for a successful financial future. As a fiduciary on your team, I can help you organize your financial life, assess what goals you want to accomplish, and then support you in implementing a financial plan to reach those goals. Financial terminology can be confusing just as medical terminology is for patients. As your financial planner, I will simplify confusing financial terminology to help you become a competent & confident investor.

I believe in controlling what you can control and not wasting brainpower over what you can’t. I focus on Vanguard’s Advisor Alpha methodology which includes these value-add best practices in wealth management.

-Suitable asset allocation using broadly diversified funds/ETFs
-Rebalancing
-Asset Location
-Total return versus income investing
-Cost-effective implementation (expense ratios)
-Behavioral coaching
-Spending Strategy (withdrawal order)

Healthcare professionals work long shifts, weekends, and holidays caring for other people’s families — which sacrifices time away from their families. My goal is to help the helpers. With financial and tax planning, I help you implement strategic decisions and use compounding interest to your advantage. This allows your money to start working for you and the ability to reclaim back your time. Money and time are essentially the same thing.

Specialties

401K Consulting 401k Rollover 403B Plans Advisory And Investment Management Business Planning Charitable Planning College Planning Comprehensive Financial Planning Estate Planning ETFs Family Financial Planning Fee Only Fee-Only Fiduciary Financial Planning Financial Planning Advice And Services Health Savings Account Investing Hsa Investing Income Tax Planning Independent Investment Advisor Investment Consulting Investment Management Investment Services IRA Legacy Planning Middle Income Passive Investment Strategies Professional Wealth Management Registered Investment Advisor Retirement Distribution Plan Retirement Income Planning Retirement Planning Rollover Of 401k Or IRA Stocks Wealth Management Young Investors
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