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Lindsey L. Chrystan, CFP®

4144 Chicago Drive SW
Grandville, MI 49418
(616) 261-9480

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Lindsey Chrystan, CFP®,CWS®,AIF®

 
Finding the Balance Retirement and Quality of Life Behavioral Finance The Wild West of Data Theft
Welcome!

Welcome!

At Success Financial Group, LLC, we are dedicated to providing you with professional and friendly service. Our firm is committed to your financial success.

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Our Philosophy

Success Financial Group operates under the guiding principle that comprehensive planning combined with independent investment advice will provide our clients with complete trust in our integrity, competence and execution. At Success Financial Group we pride ourselves on the trust and understanding that we have with our clients. We work with you to develop a retirement plan to help meet your current, as well as, future needs. We provide insight and compassion in helping you reach your goals. Independent, unbiased, financial advice prevents conflicts of interest that may arise from a firm’s proprietary products. Success Financial Group builds long-lasting relationships by understanding what is really important to you.

Helpful Content

Estate Management Checklist

Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.

How Big is Money?

How Big is Money?

Learn a little about worldwide currency in this fun infographic

Paying Off a Credit Card

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

 

Tax Efficiency in Retirement

What role would taxes play in your investment decisions?

The Great Debate Continues: Active vs. Passive

In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”

Silver Sneakers 101

Medicare’s popular program, offering free gym membership and health education.

A Primer on Irrevocable Life Insurance Trusts

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.

Estimating the Cost of College

This worksheet can help you estimate the costs of a four-year college program.

A Bucket Plan to Go with Your Bucket List

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.

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Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

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