Elise Monroe, CF2

About Elise Monroe

Elise is a Retirement Specialist with Jacobs Financial Services.  Offices are in Grandville, Norton Shores, Kalamazoo, Lansing, and Livonia.   She has her Life Insurance license and has been helping clients to minimize their risk and maximize their retirement income since 2019.  
 
  As a Certified Financial Fiduciary, Elise  adheres to the CFF Code of Conduct and the strict guidelines of the NACFF, and is required to give you advice that is in your best interest, not her own, practicing the Duties of Loyalty, Good Faith, Good Care for her clients, educating them first, using a Holistic Approach, with full disclosure, comparisons of suggested products, full confidentiality and adhering to strict professional practice management.
 
Elise has a strong belief that adhering to the principles of being a Certified Financial Fiduciary is the best way to approach client and prospective client interactions.  She has a great desire to be a positive influence for people wanting to have a secure retirement and has helped many people to achieve peace of mind during their retirement years.