What We Do

Serving Our Region Since 1995

We’ve been serving individuals, families, and businesses in the southwest Michigan area for more than 20 years. We provide broad expertise in every aspect of financial and retirement planning. As independent financial advisors, we have no parent company or product pressures driving our recommendations; we answer only to you. So you know you’re getting an objective guidance in all areas. 

Individuals and Families

We deliver simple and concise advice to busy professionals allowing you to spend your time and energy on the things that matter most in your life. Based on your unique circumstances, we will explore each topic as it pertains to you:

  • Accumulation, so your investments address your objectives and comfort level
  • Retirement planning, so you are well positioned to pursue your dreams
  • Estate planning, so you can pass on your assets to whom you choose
  • Risk management, to minimize any threats to your personal or business assets
  • Taxation, to minimize the tax burdens you face now and in the future

Business Owners

Stay focused on your business knowing that you have an experienced team to help you every step of the way with:

  • Business planning, to help you manage and grow your business
  • Risk management, to minimize any threats to your business assets
  • Retirement planning, to make sure you have the right plan in place for you and your employees
  • Insurance planning, to ensure that you and your employees have the insurance benefits they need
  • Succession planning, to keep your business running smoothly when you’re ready to move on to the next phase of your life or in the event of unforeseen circumstances