Jack Nicklaus Tunge, CFP^®

CRPC^®

Financial Planner

Midwest Capital Advisors

630 Kenmoor Ave SE, Suite 206
Grand Rapids, MI 49546

FINANCIAL ADVISOR'S WEBSITE

www.midwestcap.com

(616) 454-9600 CONNECT WITH Jack

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

$750,000

My Links

Midwest Capital Advisors

General

Jack Tunge is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Midwest Capital Advisors in Grand Rapids, MI and the surrounding communities.

Financial Advisor Overview

I help families within 10 years of retirement and those already in retirement. I add the most value by helping families successfully transition into retirement by navigating the complexities that come along with that transition (i.e., tax, distributions, portfolio management and retirement income). I help young families with full, comprehensive financial planning paired with investment management. Those near or in retirement typically need help with investments, tax management, retirement income plans (i.e., how and where do I get my retirement income from), and tax-efficient withdrawal strategies (my favorite specialty). If you are any of the above let's have a conversation.

Financial Advisor Experience

7+ years experience helping individuals and families execute strategies to meet their goals, and position themselves well for the future.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)
Other - Chartered Retirement Planning Counselor

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

Financial Advisor's Specialties

Comprehensive Financial Planning, Budget & Debt Management, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Career Change, Estate Planning, Investment Management, Retirement, Sudden Wealth