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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®

 
Leaving Your Lasting Legacy Questions to Consider When Buying a Vacation Home Dog Bites and Homeowners Insurance Finding the Balance
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

Retirement Realities

Retirement Realities

Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky. This content piece was written to help clients manage their expectations while maintaining optimism for the future.

What Is a 1035 Exchange?

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

My Retirement Savings

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

 

Are You Ready for Your Portfolio to Make a Difference?

Learn about the rise of Impact Investing and how it may benefit you.

Good Health is Good Business

Good employee health can be great for the company’s bottom line.

What You Should Do About Insurance Following a Divorce

In the face of divorce, making changes to insurance coverage may be overlooked.

How Women Can Prepare For Retirement

Are women prepared for a 20-year retirement?

Yours, Mine, and Ours: Estate Strategies for Second Marriage

Second marriages are a trigger event to revisit any existing estate strategies.

Choosing a Retirement Plan that Fits Your Business

To choose a plan, it’s important to ask yourself four key questions.

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What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Paying Off a Credit Card

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

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Saving for College

This calculator can help you estimate how much you should be saving for college.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

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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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Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

18 Years’ Worth of Days

The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?

Questions to Consider When Buying a Vacation Home

Doing your research is key before buying a vacation home.

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

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