Growtrust Partners

Fat Tuesday calls for paczki! 🍩🎉 We’ve got a sweet selection at the office—what’s your go-to flavor?

Happy Valentine’s Day from all of us at Growtrust Partners!

The Super Bowl isn’t just about big plays—it’s about strategy, teamwork, and making smart moves. The same goes for your finances!

If your 2025 financial plan was a football play, what would it be? Drop your answer in the comments! ⬇️🏆

🔹 "The Hail Mary" (Taking a big investment risk!)
🔹 "The Quarterback Sneak" (Slow and steady savings)
🔹 "The Defensive Line" (Building a strong emergency fund)

Let’s hear your best financial play! 🏈💰

⏰There's still time to join the Emerging Professionals Affinity Group THIS Thursday from 12-1pm via Zoom!

We will answer questions like:
❔What is estate planning?
❔Who needs an estate plan?
❔What role does life insurance play in estate planning?

Event is FREE and open to the public - link to register here: https://myinforum.app.neoncrm.com/np/clients/myinforum/eventRegistration.jsp?event=54805&

🌟 Congratulations to Rachel Dick for receiving LPL Financial's Rising Star Award! 🌟

The Rising Star program recognizes emerging women financial advisors from across the country who exemplify commitment to clients, business growth, and leadership in the industry.

Her dedication and hard work were recognized at the December conference in Washington, D.C. We're so proud to have Rachel on our team as she continues to shine in the financial advising world!

❄️ It's cold outside! ❄️ If you're stopping by our office today, be sure to warm up with a cup of hot chocolate!

The start of the year is the perfect time to reflect and plan for your financial future. Whether you're saving for a dream vacation, planning for retirement, or building an emergency fund, we're here to guide you every step of the way.

📊 Tip of the Day: Start 2025 strong by setting SMART financial goals—Specific, Measurable, Achievable, Relevant, and Time-bound. For example:
💰 "Save $5,000 by the end of 2025 for a family vacation."
🎯 "Invest an additional $200 each month into my retirement fund."

Your savings journey is unique—let’s create a personalized plan tailored to your goals and lifestyle!

It's beginning to look a lot like Christmas at Growtrust Partners!

From our team to your table, we wish you a Thanksgiving filled with blessings and joy!

We had a fantastic turnout for today’s Lunch and Learn, co-hosted with our office park neighbor, Strategic Planning Law. It was a great opportunity to connect, share insights, and empower families with the tools they need to plan for the future.

Big thanks to everyone who attended and to our partners at Strategic Planning Law for making it such an engaging event!

Reminder!

Our Lunch and Learn event is this Thursday, November 21st! Have questions about wills, trusts, life insurance? This free event may be for you!

Don't forget to register here ---> https://lp.constantcontactpages.com/ev/reg/x6ev6pa

Questions? Email [email protected] or call us at 616-949-8300

Join this exclusive workshop with Strategic Planning Law and Growtrust Partners, where we'll highlight key considerations for planning when you have minor children.

If you know this is important but are unsure where to begin, this FREE lunch workshop is the perfect place to start!

Register here ---> https://lp.constantcontactpages.com/ev/reg/x6ev6pa