John Bush

CFP®, EA, MBA

Elevate Financial Planning

Hourly Financial Planner

Contact Me

John Bush

CFP®, EA, MBA

Elevate Financial Planning

Hourly Financial Planner

As a fee-only financial planner and a member of the Garrett Planning Network, I offer competent, accessible financial and tax planning to help you achieve your life goals. - John Bush, CFP®, EA, MBA

Contact Me

616-227-0051

Website

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).

John Bush 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.

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.

Specialties

  • Hourly Financial Planning
  • Comprehensive and a la carte Financial Planning
  • Tax Planning
  • Retirement Income Planning
  • College Education Planning

Ideal Clients

  • Cerebral DIY Investors
  • Engineers
  • Growing Families
  • Retirees and Near Retirees
  • Sudden Money Situations
  • Small Business Owners

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees (Hourly, Retainer, Project Based)
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • Garrett Planning Network - GPN
    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.

  • National Association of Personal Financial Advisors (NAPFA)
    John Bush is a NAPFA-Registered Financial Advisor

    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.

  • Enrolled Agent with the IRS (EA)
    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.

  • Certified Financial Planner (CFP)
    John Bush is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® 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.

Contact John Bush

616-227-0051

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Office Locations:

  • 2050 Celadon Dr NE
    Unit A-12
    Grand Rapids, MI 49525

Investment advisor representative of and investment advisory services offered through CGN Advisors, LLC, a fee-only SEC registered investment advisor. Tel: (910) FEE-ONLY. Elevate Financial Planning may offer investment advisory services in the State of Michigan and in other jurisdictions where exempted. Investing involves substantial risk and has the potential for partial or complete loss of funds invested. Investments mentioned may not be suitable for all investors. Before investing in any investment product, potential investors should consult their financial or tax advisor, accountant, or attorney with regard to their specific situation.

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