Caleb Brown

Financial Advisor partnered with Principal Financial Group

Financial Advisor at Principal Financial Group in Grand Rapids, MI

About

I work with my clients to build financial strategies to help maximize the team and resources we offer here at Principal to help them achieve what is important to them.

Individual

• Comprehensive Financial Planning

• Wealth Accumulation

• Retirement Income Strategies - Qualified & Non-Qualified Plans, IRA’s, Annuities, Rollovers

• College Funding Strategies

• Long Term Care Strategies

• Wealth Succession Planning

Business

• Workplace Financial Wellness Presentations for employees

• Business Valuations

• Business Continuation Strategies/Exit Planning

• Employee Benefits - Life, Disability, Health, Dental, Vision

• Retirement Plans - 401(k), 403(b), 457, Simple IRA

Address
3196 Kraft Ave SE Suite 101 in Grand Rapids, MI 49512
Info
None specified

Reviews

Peer Endorsements

Best Answers

Q&A
Asked by Tony
Answered by Michael Hoffman, RFC, CLU, ChFCPRO+ in Grass Valley, CA
Tony, If you think that you may ever need life insurance to help provide for our family then getting started sooner rather than later will help to create a lower prem...
Q&A
Asked by Leah Gardner
Answered by Larry Gilmore, Insurance Agent in Marysville, WA
I can only explain this as to why I bought life insurance for my kids years ago. First I bought them whole life with guaranteed increase options for the future. GIO ...
3

Specialties

  • Annuities
  • Commercial
  • Health
  • Life
  • Long-term care
  • Small Business
  • Other

Servicing

Credentials

Licenses

Series 6
Series 63

Background

Experience

Financial Advisor

Education

Grand Valley State University