Just like a covered bridge is built to protect its structure from the elements, we take the same approach to your financial life. Our goal is to preserve what matters most while helping you move forward with confidence.
We specialize in working with construction and trade business owners, HVAC, plumbing, electrical, concrete, excavation, specialty trades, and related services, with $3M or more in annual revenue, who are planning for business transition, exit, or the next phase of ownership. We bring a CEPA (Certified Exit Planning Advisor) framework to every engagement, integrating personal financial planning with business transition strategy.
We offer a structured planning process designed to preserve your assets, optimize your income and support your long-term goals. Whether you're managing a portfolio, preparing for retirement or navigating a business transition, we help you make informed decisions through:
- Sound investing and risk management
- Proactive tax planning and bracket strategy
- Estate and legacy planning
- Cash flow and retirement income modeling
- Business advisory support
Exit Planning for Construction Business Owners
Most construction business owners have the majority of their wealth tied up in their company, and no formal plan for what happens when it's time to step away. We help owners with $3M or more in annual revenue build the financial clarity and exit strategy they need, before they need it.
Using the CEPA framework, we work with you to:
- Understand the current and potential value of your business
- Build personal financial independence outside the company
- Coordinate your CPA, attorney, and financial advisors around a unified plan
- Prepare for a transition on your timeline, whether that's 2 years or 10
Schedule an Exit Planning Discovery Call
Learn What a CEPA Does
As CEPA®s and CFP® s, we collaborate closely with your CPA, estate attorney, and other professionals to help ensure your financial, legal and tax strategies work in harmony, not in isolation.
At Covered Bridge Wealth Planning, you’ll work directly with a Grand Rapids-based Certified Financial Planner® (CFP®) professional and Certified Exit Planning Advisor (CEPA®) who values transparency, education and long-term relationships. We uphold fiduciary standards in all fee-based engagements and are open and honest about pricing and solutions.
Trust is the foundation of our work – built through thoughtful conversations, ongoing education and a genuine commitment to understanding what you value most.
The result? A comprehensive plan that bridges the gap between where you are today and where you want to be – so you can make confident decisions.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
