Bemanaged

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Financial Advisor Grand Rapids | BeManaged (616) 871-0751 (616) 871-0751 Contact Us Fiduciary Advice for Every Financial Transition Based in West Michigan, BeManaged Financial Services helps individuals, families, and businesses locally and across the country with holistic, fiduciary guidance helping you navigate life s financial turning points with clarity and confidence. Schedule a Consultation (616) 871-0751 Fiduciary Since 2006 Over 20 years as a federally registered investment advisor. Transparent Planning Clear projections show how withdrawals, Roth conversions, and rollovers affect your future. Guided Transitions Experienced guidance through life changes, rollovers and retirement. Everything Working Together Investments, income, and taxes planned in coordination nothing overlooked. Built in West Michigan. Trusted for Generations. When you ve spent years working, saving, and building a life, you deserve advice that treats your progress with care. Many of our clients first met us through their employer retirement plans, then chose to continue working with us personally because they valued the clarity and discipline we brought to their decisions. Founded in 2006 and now co-owned by Jay Jandasek and Jon Whaley, BeManaged Financial Services remains grounded in the same fiduciary principles it was built on nearly 20 years ago. Based in West Michigan, we serve clients throughout Grand Rapids and nearby communities like Rockford, Ada, Holland, and Kalamazoo, and work with clie

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