Serving Greater Grand Rapids and West Michigan
The decision in front of you
What financial decision brought you here?
Whether you are deciding what to do with an old 401(k), preparing to sell a business, reviewing a company retirement plan, or planning for retirement, begin with the decision you need to make.
Start with clarityYou do not need to have every answer before the first conversation.
Prefer to talk? Call (616) 957 3380
Planning begins with the decision that matters to you.
Rich Shupick
01West Michigan perspective Based in Grand Rapids, Michigan02Education before action Understand the choices in front of you03Connected planning Business, retirement, wealth, and protection
Choose your path
Start with what matters to you.
You do not need to know which financial product or service to ask for. Select the situation that brought you here.
Have an Old 401(k)?
Compare the choices for an old workplace retirement account before taking action.
Compare your choices→Prepare to Sell My Business
Connect the value of your business to retirement, succession, and life after ownership.
Plan a business exit→Get Wealth Planning Help
Coordinate investments, retirement income, taxes, estate considerations, and major decisions.
Explore wealth planning→Our Company Retirement Plan
Get a second opinion on services, fees, oversight, investments, and participant education.
Request a 401(k) second opinion→Prepare for Retirement
Turn retirement savings, pensions, Social Security, and taxes into a coordinated income plan.
Review retirement decisions→Life or Long Term Care Protection
Review life, long term care, disability, and business protection in the context of your plan.
Request a protection review→For business owners
Your business may be your largest asset. Your future should not depend on guesswork.
The Owner Wealth Navigation Blueprint™ is Design Financial Group’s educational financial planning framework for organizing business value, succession choices, personal wealth, retirement income, and protection considerations before a transition forces the timeline. It is not software, a financial product, or a guarantee of results.
Explore the Owner Wealth Navigation Blueprint™01
Clarify what you need from the business
02
Prepare for a sale or succession
03
Coordinate business and personal wealth
04
Plan life after ownership
Financial decision center
Built around real questions.
Our educational library is organized by decisions and life events so each useful answer leads naturally to the next question.
How Much Do I Need From My Business Sale to Retire?
Read the answer →Do I Have to Take Withdrawals From an Inherited IRA?
Read the answer →Are Your Company’s 401(k) Fees Reasonable?
Read the answer →West Michigan financial guidance
Rooted in Grand Rapids. Built for decisions that reach far beyond it.
DFG works with business owners, retirement plan sponsors, individuals, and families across Greater Grand Rapids and West Michigan.
A clear next step
Bring us the decision. We will help organize solutions.
Choose a focused conversation, tell us what brought you here, and start with the information that matters.
Choose the conversation that fits your decision.
Continue to schedulingDo not submit account numbers, Social Security numbers, medical information, or other confidential information through this website or the scheduling tool.Prefer a phone call?Call (616) 957 3380
Talk directly with our office instead of completing the form.