Jack Tunge
CFP®, CRPC®
Midwest Capital Advisors
Principal | Wealth Management
Jack Tunge
CFP®, CRPC®
Midwest Capital Advisors
Principal | Wealth Management
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Jack Tunge, CFP®, CRPC®
Fee-Only financial planner located in Grand Rapids, MI, serving clients locally and across the country
Jack Tunge is a Principal (i.e., owner) at Midwest Capital Advisors, located in Grand Rapids, MI. Jack focuses his practice on individuals and families transitioning into retirement. His expertise is in retirement planning with tax strategies: Building distribution plans to minimize lifetime tax liability while making sure investment portfolios create a sustainable income to meet client goals. If you find yourself nearing retirement, please contact Jack to see how his approach can help.
Jack Tunge has always had a passion for solving complex problems. When he graduated from CMU with a BSBA in law and economics, he knew his true calling was helping people navigate the complexities of their everyday financial lives. He began his career at an insurance firm where he quickly became aware that there is a major disconnect between earning commissions selling a product and doing what is right for his clients. This realization led him to Midwest Capital Advisors. Jack now has the ability to provide unbiased financial advice and recommendations with no conflicts of interest. “THAT is what’s best for my clients and their future, and I am truly grateful I learned it at such an early age,” says Jack.
Jack specializes in helping individuals and families who have already retired or are within 10 years of doing so. He wisely navigates the complexities of thismilestone transition. Jack crafts retirement plans that provide sustainable income while minimizing taxes and ensuring portfolios are managed to meet goals.
Outside of work Jack spends his time on the golf course or with his family, which includes his wife Allison and daughter, Charlie. He’s already working with Charlie in hopes of raising a future LPGA player. He is also on the Leadership and Advisory Council for Make-A-Wish Michigan where he helps raise money to connect critically ill children with a memory-making wish.
Jack Tunge is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Midwest Capital Advisors is a leading weath management firm located in Grand Rapids, Michigan. We are an independent, fee-only advisory firm serving individual clients nearing or in retirement. Our approach looks beyond just investments and into crafting plans that ensure our clients can meet their goals. Our process allows us to create tax-efficient retirement income plans for our clients; one that focuses on creating income while minimizing taxes. Taxes are an often overlooked piece of retirement so every decision we make involves a discussion around taxation. If you are looking for a partner to help you throughout retirement, not just an "investment guy/gal" give us call.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Retirement Income Planning
- Investment Management
- Tax Planning
- Comprehensive Financial Planning
Ideal Clients
- Retirees and Near Retirees
- Business Owners and Executives
- Sudden Money Situations
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- Complimentary Initial Consultation
Professional Designations & Affiliations
-
Jack Tunge is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
-
Jack Tunge is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
-
Jack Tunge is a member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
-
Jack Tunge is a Chartered Retirement Planning Counselor℠ (Learn More)The Chartered Retirement Planning Counselor℠ or CRPC® designation is a premier retirement planning credential. The CRPC® program covers all aspects of the retirement process in a single comprehensive program with no product or advising biases.
Contact Jack Tunge
Office Locations:
-
630 Kenmoor Ave SE
Suite 206
Grand Rapids, MI 49546
