Ed Fedell is responsible for advanced planning strategies. He specializes in the development and implementation of Executive Benefit Plans, Strategies to Preserve Family and Business Assets, Retirement Income Design, Comprehensive Legacy Planning and Charitable Giving Concepts. He provides guidance to clients in identifying essential strategies and understands thoroughly how to creatively use insurance and financial products to meet the needs of his clients.
Ed started his professional financial services career in 1980. His professional qualifications include the major designations of Registered Health Underwriter, Chartered Life Underwriter, Chartered Financial Consultant, Chartered Advisor for Senior Living and Life Insurance Counselor. He is a member of the Western Michigan Estate Planning Council, the Western Michigan Planned Giving Group and the National Association of Insurance and Financial Advisors.
Ed has served on several industry, charitable and government boards. He and his lovely wife Susan live in Newaygo and they have four adult children and several grandchildren.
Area(s) of Focus
- Insurance Strategies
- Investment Strategies