Steve Underriter

Our company is focused on assisting military personnel transition to civilian life. We focus on employee benefits, investment, college planning, and business start-ups.

4284 Veranda Dr NE ,  Grand Rapids, MI   616-427-1794  
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Steve Underriter

"Transitioning to civilian life for any government worker can be stressful and require a myriad of financial decisions. Career military families are often looking at potential college costs for children approaching that stage in life or may have children whom have accumulated significant student loan liabilities if not themselves.

We have experience working with military and government personnel at all levels evaluating employee benefits, investment decisions, integrating G.I. bill education benefits with 529 savings and assisting families with college planning.

We provide comprehensive financial planning that is aligned with family values, goals, and objectives. This provides the family with a playbook for the future to use on their financial journey.

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FINRA/CRD: 6907175

Languages: English

Focus Areas

  • Student loans
  • Comprehensive financial planning
  • Budget and debt management
  • Investment management
  • Estate planning
  • Long term care
  • Business related
  • annuities
  • Retirement planning
  • Insurance
  • Personal Taxes