Event Calendar

2nd Annual Family and Friends Day - July 11, 2018

We would like to invite you to make memories with us with the Kalamazoo Growlers minor league baseball team!

We will commandeer the Bear Cave at the Homer Stryker field in Kalamazoo for an evening full of baseball, food, refreshments, and fun. We had an absolute blast hosting this event last year, and look forward to bringing it to you again this year.

Please call 269-985-0200 for more information.


Tax Planning in 2018 - TBA (October 2018)

2018 brings with it a new set of tax rules. We'll discuss the changes, along with the opportunities that the changes have created to optimize your tax structure.

More details coming soon...

Employee Benefits

Planning for Healthcare in Retirement - March 21, 2018

Medical expenses are the number one cause of bankruptcy in the United States - even with insurance in place. With average health expenses rising at over 5% per year for retirees, it is essential for your financial health to understand your options, and make sure you are using the most cost-effective coverage and strategies.

We invite you to come learn how to plan for health expenses during retirement. As the saying goes - an ounce of prevention is worth a pound of cure.

Please call 269-985-0200 for more information.



Vineyard 2121 - September 27, 2016 @ 6:30PM - 8:30PM

Come join us at Vineyard 2121, located at 4110 Red Arrow Highway, Benton Harbor, MI 49022 on Tuesday, September 27th 2016 from 6:30PM - 8:30PM. The evening will include an introduction to our business, a word from our event co-sponsor Natixis, followed by a chance to mix with fellow attendees. Hors d'oeuvres and drinks will be served.

If you already know us and like us, please bring a friend with you. We are actively expanding our client base, and we would love the chance to make new connections.

Reservations are required. Please call us at 269.985.0200 to reserve your spot!

Dress code is business casual.