Aimee Capatanos advises all aspects of retirement planning from 401(k)s to IRAs. She focuses on helping 401(k) plan sponsors understand the complexities of 401(k) plans and options. Additionally, she provides a comprehensive plan analysis for existing plans focusing on costs, investments, and administration. Aimee loves working one-on-one with plan participants to help each person understand their options and opportunities. She advises both individuals and companies.
Aimee helps her clients understand the investments she recommends, their costs, options, and the increased importance of saving for retirement. With over 15 years in the financial services industry, she takes great satisfaction in helping her clients achieve their goals and is always happy to help with outside financial concerns.
Living in Grand Rapids with her husband, Omar, Aimee enjoys swimming, exercise classes, volunteering with two children’s charities, and traveling.
Aimee is currently accepting new clients and welcomes the opportunity to meet with you.