Heitzman & Associates Inc - Grand Rapids (MI)

Danielle Ortega Its so refreshing to work with someone who understands my needs and is willing to help answer all of my questions when it comes to retirement planning. Jenna is always so knowledgeable and helps me think through what options are best for me. I also love the fact RPI is women owned! Highly recommend!

Claire Stewart When I used to think of financial planning, I pictured someone in a suit telling me where to put my stocks. But meeting with Matt Bowden at 2 Bird Wealth Management completely changed that perception. Matt is not only incredibly knowledgeable and professional—he’s also a fellow parent who genuinely cares about helping families build real financial freedom. In our first meeting, he spent nearly three hours with us, taking the time to understand our short-, mid-, and long-term goals. He helped us see that financial planning is so much more than just retirement—its about creating a plan that supports the life we want to live now and in the future. Matt is kind, patient, and never once made us feel rushed or overwhelmed. We left that first meeting feeling empowered, informed, and excited to start this journey. We’re so grateful to have found him and are really looking forward to working together!

Carma Johnson I learned about the opportunity for this review at a Thatcher sponsored event. It was informative and helpful to have the review process done. Thank you very much for your kind comments and advice.

Iv Ray I just love her very fast professional I barely worked but she still got me back my max amount she answers question when you don’t understand certain things and explains why you got back the amount you got back highly recommended by me see you next year

Ed Horock Mike Ladd is worthless, lost my family probably $100,000. Great job guys!