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COVID-19

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.

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 are offering meetings via Zoom, WebEx, in-person (masks required), and via phone.

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.

Our Firm

Our Firm

As an independent firm, we are committed to offering objectivity and professional advice.

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Our Services

Our Services

We offer a full range of investment and financial services and have access to a wide array of strategies.

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Our Approach

Our Approach

We strive to build long-lasting relationships with our clients, offering ongoing education and guidance.

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Our Professionals

Our Professionals

Our team approach offers a range of services to provide more benefits to our clients.

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Our Resources

Our Resources

Our resource center offers a spectrum of timely and informative articles that were written with you in mind.

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"The goal isn't more money. The goal is living life on your terms.

Will Rogers

Tell Us How We Can Help You Today

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