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Todd R. Vander Lugt, CFP®

Waddell & Reed Inc

196 1/2 S River Ave
Holland, MI 49423-3174
Phone: (616) 396-1994
Fax: (616) 396-0554

Toll-free: (800) 276-4479

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Household Income Minimum: $0
Investable Asset Minimum: $300,000

Specialties
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Annuities
  • Charitable & Planned Giving
  • Asset Allocation
  • Career Change
  • Investment Management
  • Estate Planning
  • Employee Benefits
  • Mutual Funds
  • Job Loss
  • Insurance
  • Retirement
  • Succession Planning
  • Long-term Care
  • Sudden Wealth
  • Women's Finances

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.