Elevate Financial Planning
Hourly Financial Planner
Providing accessible, competent, fee-only financial and tax planning, on an as-needed basis. Hourly, retainer, and project-based planning services are available, and encouraged. Serving the Greater Grands Rapids area, central Michigan, southeast Michigan, and beyond.
John Bush is a Grand Rapids, MI fee-only financial planner. Elevate Financial Planning provides comprehensive and objective financial planning and tax planning to help clients organize, grow and protect their assets through life’s transitions. Hourly, retainer, and project based pricing are available, and encouraged. As a fee-only, fiduciary, and independent financial advisor, John Bush is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
John Bush is a fee-only financial planner at Elevate Financial Planning located in Grand Rapids, MI.
My deep interest in personal finance became apparent during my undergraduate studies. Between studying for organic chemistry and physics exams, I relaxed by reading business and personal finance articles. After graduation, I spent a few years working in science research and development and then completed an MBA with a Finance concentration in order to formalize my business and finance knowledge. After a couple more years in research and development, I began to pursue my dream of becoming a financial planner.
My first position in the industry was as a tax preparer. This set the stage for pursing and obtaining the Enrolled Agent designation. As an Enrolled Agent, I take particular interest in reducing clients lifetime taxability through tax-efficient accumulation, withdraws, and timely Roth conversions. After the tax season concluded, I transitioned to a small fee-only firm, where I gained valuable experience providing excellent financial and tax planning services.
I am thrilled to be a fee-only, fiduciary financial planner, with the ability to work with anyone, regardless of income or assets. I take pride in providing competent, accessible financial and tax planning, and continuing to build and refine my knowledge, aptitudes, and skills.
I live in Rockford, Michigan with my wife, Bethany, and our two young children. I enjoy spending time with friends and family, time in nature, and all things basketball, including following the Detroit Piston’s long trip back to relevancy. I also enjoy volunteering and teaching middle school students at Rockford Resurrection Life Church (City Church Rockford).
Elevate Financial Planning, a member of Garrett Invstment Advisors and the Garrett Planning Network, is committed to providing accessible, competent, fee-only financial and tax planning, on an as-needed basis. Hourly, retainer, and project-based planning services are available, and encouraged. Contact Elevate Financial Planning today for a complimentary "Get Acquainted" meeting!
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Hourly Financial Planning
- Comprehensive and a la carte Financial Planning
- Tax Planning
- Retirement Income Planning
- College Education Planning
- Growing Families
- Cerebral DIY Investors
- Retirees and Near Retirees
- Sudden Money Situations
- Small Business Owners
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees (Hourly, Retainer, Project Based)
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
John Bush is a member of the Garrett Planning Network. Click here to learn more.
Everyone needs competent, objective financial advice from time to time. The Garrett Planning Network has a nationwide membership with hundreds of independent, Fee-Only financial planners providing advice to people from all walks of life, without minimum account requirements, sales commissions, or long-term commitments. Our members proudly embrace their fiduciary duty, always placing their clients' best interests first.
John Bush is an Enrolled Agent with the IRS (Learn More)
An enrolled agent is a federally authorized tax practitioner empowered by the U.S. Department of the Treasury to represent taxpayers before the Internal Revenue Service. Enrolled agent status is the highest credential awarded by the IRS.
Contact John Bush
2050 Celadon Dr NE
Grand Rapids, MI 49525