Delivering the Support and the Financial Guidance You Need
We know that these can be frightening times, but we want to assure you that one thing you don’t need to worry about is us supporting you through them. We are committed to offering you financial guidance, regardless of what the upcoming days, weeks, or even months might bring.
Our Work Is Critical
Financial services is defined as a federal critical infrastructure sector by the U.S. Department of Homeland Security, Cybersecurity & Infrastructure Security Agency. This means the work we do is essential to the economy and we are able to continue business.
We, and our broker/dealer LPL Financial, will continue to operate and will be able to provide you with the support and service you can always expect from us.
You Matter to Us
While your physical health is of primary concern, we know that your financial health is also incredibly important to you. We may not be able to meet together in person, but we can still connect and discuss any concerns you have.
We’ll be in touch with you as events evolve, continuing to provide updates and support. As always, please feel free to contact us at 616-949-8300 any time.
We are always here for you.
As an independent firm, we are committed to offering objectivity and professional advice.
We offer a full range of investment and financial services and have access to a wide array of strategies.
We strive to build long-lasting relationships with our clients, offering ongoing education and guidance.
Our team approach offers a range of services to provide more benefits to our clients.
Our resource center offers a spectrum of timely and informative articles that were written with you in mind.