Scott Oostdyk

Advisor at Edward Jones

Credentials

Series 66

Edward Jones logo

Firm

Edward Jones

Location

Flat Rock, MI 48134-2765

Expertise

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business Financial Management General retirement planning Wealth management

Occupation focus

Founder/Business Owner

Work history

Edward Jones

2018 - Present (8 years)

Guaranteed Rate

2018 - 2018 (1 year)

Broker Solutions, Inc

2017 - 2018 (1 year)

Unemployed

2017 - 2017 (1 year)

Flagstar Bank

2015 - 2017 (2 years)

John L

CFP®

Van Buren Twp, MI

Bespoke Financial Planning, LLC

Staying on top of your personal finances can be daunting. I get it. Like everyone else, you have a family, a career, and a half dozen hobbies to which you’d love to devote more time. That’s great! Those are all important things, and you shouldn’t feel guilty about devoting time to those areas of life. But let’s be honest, it’s easy for your finances to get pushed to the background. Who really wants to spend their very limited free time writing out a budget, much less a five-year plan or a list of life goals! Do you feel that even if you had a spare moment to contemplate your financial well-being, you wouldn’t even know where to begin? Perfect! That’s where I come in. I want to help you de-mystify your finances. I want to help you get organized. It IS possible to be at peace with your finances. You don’t have to feel like you’re continuously playing catch-up. Let’s roll up our sleeves together and get started! Why? Because you DO have goals and dreams– and those dreams deserve a fighting chance! Together we’ll use a systematic and comprehensive approach to develop a plan that is completely tailored to you, to your life, and your needs. At Bespoke Planning, my standard of success is simple: to provide a bespoke planning experience that is tailored to each individual client. I’m not a mass market kind of guy. If you’re looking for a mass market experience, or you’re simply looking for an “investment guy,” I’m not it. As a financial planner, I truly love helping clients work through their most difficult financial issues so that they can achieve their goals and live their best life. My wife may think I’m crazy because I spend my free time reading through tax guides and countless blog posts on personal finance– but hey, I love what I do. I feel truly blessed to have found a career about which I am so passionate. I get to see people realize their dreams, mostly by helping them with a lot of the nerdy, nitty-gritty stuff that normal people find to be, quite frankly, super boring. Although the process can be challenging at times, I believe that the results will be richly rewarding! I want to hear you describe your vision of a meaningful life.

Dual Income Family FIRE (Financial Independence Retire Early) HENRY (High Earners, Not Rich Yet) Gen X (Born 1965-1980)

John S

CFP®, Series 66

Woodhaven, MI

Edward Jones

College savings (529s, UTMA, etc.) Business ownership considerations Retirement income strategy Retirement withdrawal strategies General estate planning guidance Founder/Business Owner

Jonathan H

CFP®, Series 66

Grosse Ile, MI

Edward Jones

Shawn S

Series 63, Series 66

Monroe, MI

Edward Jones

General estate planning guidance Multi-generational wealth transfer Retirement income strategy General retirement planning Wealth management

Monica W

CFP®, Series 63, Series 66

Monroe, MI

Edward Jones

Retirement income strategy Wealth management General estate planning guidance Multi-generational wealth transfer Oil & Gas

Lorri M

Series 66

Riverview, MI

Edward Jones

Early retirement planning Founder/Business Owner Educators, Teachers, and Academics

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