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Don Goetcheus
Don Goetcheus, CFP®
Consulting Group
Second Vice President - Wealth Management
Investment Management Specialist /
Financial Advisor
Financial Planning Specialist
171 Monroe Ave NW
Suite 800
Grand Rapids, MI 49503
tel: 616-771-6148
toll free: 800-378-2217
fax: 616-771-6099
Email Me
Welcome Associations Education Services Experience
Welcome

I seek to understand my clients broadly and deeply enough to find the opportunities that add value not only to their financial objectives, but also to their life aspirations. I determine what’s really important and develop actionable, flexible strategies to help them meet their financial needs. I also design socially responsible investing portfolios for those who want to truly align their values with their investments, while also helping to deliver the financial returns that they desire.

Ask me about Women & Co.®, a program offered by Citi to help women address the unique financial challenges they may face in their lifetimes. Visit www.womenandco.com.
Associations
  • Financial Planning Association - Member
  • Former AYSO - Youth Sports Coach
    Forest Hills, MI
  • Egypt Valley Country Club - Former Member
    Ada, MI
  • Senior PGA Tour - Former Volunteer
    Ada, MI
  • MSU Alumni Association - Member
    West Michigan Chapter
  • Cub Scouts - Former Volunteer
  • FHYFL - Assistant Football Coach
  • My Team Triumph - triathlon participant asstist program
  • Masters Swimming Team
Education and Licensing
  • Bachelor of Arts - Financial Administration, 1989
    Michigan State University
    East Lansing, MI
  • Guided Portfolio Manager
    Smith Barney
  • Financial Planning Specialist Designation
    Smith Barney
  • CERTIFIED FINANCIAL PLANNER™
  • Series 7 - General Securities License
  • Series 63 - Uniform State Exam
  • Series 65 - Investment Advisory Agent
  • Life, Health & Variable Annuity Insurance Licensed
Services
  • Socially Responsible Investing
  • Asset Management
  • Estate Planning
  • 401k Rollovers
  • Family Consulting
  • Retirement Planning
  • Wealth Management
  • Financial Planning
  • Long Term Care Insurance
  • Corporate Pension Funds
  • Alternative Investments
  • Endowments and Foundations
  • 529 Plans
  • Women and Company®
  • Investment Policy Statements
  • Qualified Retirement Plans
  • Exchange Traded Funds
  • Annuities
  • LGBT Planning Services
  • Life Insurance
Business Experience
  • 2004 - Present: Morgan Stanley Smith Barney*
    Second Vice President - Wealth Management
    Investment Management Specialist /
    Financial Advisor
    Financial Planning Specialist
    Grand Rapids, MI
  • 2002 - 2004: Fifth Third Investment Advisor
    Senior Financial Advisor
    Grand Rapids, MI
  • 1996- 2002: Wachovia Securities, Inc.
    Financial Advisor
    Grand Rapids, MI
  • 1994-1996 FMB Investments
    Investment Consultant
    Holland, MI
  • 1993-1994: Royal Securities
    Investment Advisor
    Grandville, MI
  • 1989 - 1992: Chicago Trading Floor
    Board of Trade
    Chicago Mercantile Exchange
    Chicago Board of Options
    Chicago, IL
Bulletin Board
  • Ask me about developing, with you, a free Comprehensive Financial Plan based on your financial goals and objectives, and then implementing a disciplined investment strategy designed to help you achieve those goals.
  • Have you considered the odds that you will need long term care? Long term care insurance can be a valuable extension of your retirement and financial plans and help protect your savings. If you would like to learn more, speak with us.
  • Are you being offered an early retirement package? Visit our Financial Planning link for the IRA Rollover Guide to Lump Sum Distributions.
Don Goetcheus is licensed in the following state(s): CA, FL, IL, MA, MI, NY, PA, TX, WA, WI
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
*Includes years at Smith Barney, affiliates and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.   Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Women & Co. is a membership service that provides financial education and related resources intended for informational purposes only. No feature of the membership shall constitute an offer or solicitation with respect to the purchase or sale of any security. Citigroup entities and Morgan Stanley Smith Barney LLC pay an annual fee to Women & Co. for expenses relating to the delivery of membership services to clients. A member is not required to be a customer of a Citigroup affiliate or Morgan Stanley Smith Barney LLC to enroll. Women and Company, Women & Co., and Citi are registered service marks of Citigroup Inc.
FEATURED REPORTS

Smith Barney Advisor (pdf)

Rollovers: Stashing Your Retirement Nest Egg (pdf)

Personal Wealth Questionnaire (pdf)
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