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L2 Advisors, LLC
Grand Rapids, MI

Keagan Rushmore

MBA
Find your position. Plot your course.
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Meet Keagan

Introduction - Keagan Rushmore
Introduction - Keagan Rushmore
Charitable Giving - Keagan Rushmore
Charitable Giving - Keagan Rushmore
Tax Planning for Small Biz - Keagan Rushmore
Tax Planning for Small Biz - Keagan Rushmore
Roth IRA Conversions - Keagan Rushmore
Roth IRA Conversions - Keagan Rushmore
Video Transcripts

One of the biggest challenges we face in life is to plan for retirement and grow our net worth.

A good first step is to make saving and investing a top priority. It is also important to have a knowledgeable advisor and access to quality strategies designed to help you pursue your investment and retirement goals. That’s where I can help.

I specialize in helping individuals at every stage of…

One of the biggest challenges we face in life is to plan for retirement and grow our net worth.

A good first step is to make saving and investing a top priority. It is also important to have a knowledgeable advisor and access to quality strategies designed to help you pursue your investment and retirement goals. That’s where I can help.

I specialize in helping individuals at every stage of life plan and invest for their future. My clients include educators, employees of nonprofit and for-profit organizations, and come from all walks of life. Many are still working while some are nearing or enjoying retirement now.

As an independent advisor with USA Financial Securities, I can help put a plan in place for your future. You can choose from a broad spectrum of Investment Options, including professionally managed mutual fund accounts and insurance programs. And, you can choose the level of service that is right for your personal investment style.

Contact me today so we can create a custom savings and investment plan that will help you reach your wealth accumulation and retirement goals.


Services offered

Investment Management
Financial Planning
Investment Consulting
Asset Allocation
Retirement Planning
Tax Planning
Insurance Management
LGBT Services

Experience with

Small business owners
Business executives
Entrepreneurs
Families

Fee structure

Based on % of assets
Fee & Commission
Hourly

Education

Bachelors
MBA
Other post-graduate
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