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Retire Fearlessly! Live Generously!

Our team understands that philanthropy is not just about giving; it's about creating meaningful, enduring legacies. We are dedicated to empowering individuals and organizations to make a lasting impact on the causes and communities that you hold dear. Through education and collaboration, donors and non-profit organizations transform their aspirations into tangible, impactful results. Connect with us today to discuss ways to unlock opportunities to enhance your generosity.

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Duluth Office

Phone:
218-625-4011
Fax:
877-200-8778

Hours

M – F: 9 a.m. – 5 p.m.

Grand Rapids Office

Phone:
(218) 625-4011
Fax:
877-200-8778

Hours

By appointment only.