(800) 689-4851
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Charles Rushmore
2674 Kraft Ave SE
Grand Rapids, MI 49546
Other States Served: FL, OR, MI
Profession:
Financial, Insurance, Tax, Other
Workshops Offered:
Budgeting and Debt Elimination, College Planning, Estate Planning, Exploring Your Options for a Quality Retirement, Financial Blunders - Lessons We Never Learn, Getting Fiscally Fit, Getting Your Financial House in Order, I.D. Theft, Investing Basics for Women, Investment Concerns in a Fragile Market, Is a Roth IRA Right for You, Legal Lessons for Life, Life Insurance and You, Preparing for Long Term Care, Roth IRA - America's Next New Tax Break, Strategies for a Sustainable Income in Retirement, Tax Planning, The U.S. Housing Crisis, Understanding 401K Rollovers, Understanding Critical Disability Issues, Women Approaching Retirement and Beyond, Taking Control of Your Cash - Eliminating Debt
About Me:
L2 Advisors LLC, founded by Charles Rushmore, offers financial planning, insurance programs, and investment options. Through sister company Great Lakes Tax Team LLC, we are able to offer pro-active tax planning which compliments their goal based financial planning process. The practice helps individuals and small business owners attain their financial goals. Many clients aspire to develop a “work optional” lifestyle. L2 Advisors is a fiduciary, meaning that we are committed to only making decisions in your best interest. We take more time up front to educate our clients and answer questions. Our experience has shown that an educated client makes better financial decisions and tends to stick with the plan. Please visit www.brokercheck.finra.org for more information on this advisor.
Chuck Rushmore is an investment advisor representative of, and securities and advisory services are offered through USA Financial Securities Corp., Member FINRA/SIPC. A registered investment advisor located at 6020 E. Fulton St., Ada, MI 49301. L2 Advisors, LLC is not affiliated with USA Financial Securities.
Why SOFA?

The Society for Financial Awareness is a nationwide 501(c)(3) non profit public benefit corporation. Our mission is to provide financial education across America, one community at a time. Founded in 1993, we have had the privilege of working with various prominent companies and organizations. Our financial education outreach and years of continued success has provided us name recognition, a reputation of excellence, and most importantly the opportunity to impact lives.

Our members conduct financial education seminars to companies and organizations; satisfying the Department of Labor's requirement, ERISA 404(c). Our seminars are completely FREE of charge and there is no selling of financial products at our events.

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