Proudly Serving Central and Southwest Michigan
Are you looking for help in your financial journey?
We are passionate about creating lasting and meaningful relationships, helping people, and serving clients. Our clients will have a safe place to ask questions, you will be heard, informed and empowered so you feel confident in your decisions.
Areas We Can Help Guide You:
Retirement income planning
Investment management
Tax efficiency
Holistic planning
Dedicated Planning Services
Protecting loved ones against the impact of extended care, death and disability
We will focus on providing you with sound financial guidance through a variety of strategies that fit your needs to help you reach your financial goals.
Book a Meeting
Use the links below, we are excited to meet with you!
Book a Kalamazoo office meeting
Book a Saint Joseph office meeting
You can also call our office at 269-655-1818 or text 269-264-4901
Check out our quarterly newsletter.
What to Expect at Your First Meeting
At your first meeting we truly want to get to know you, your goals and values. There is no charge for your first consultation.
Things to bring to your first appointment:
- A list of questions you may have
- Financial documents you need help understanding
Yes, it is that simple!
To learn more about the privacy of your information, visit our Notice at Collection for California Consumers or our privacy policy.
Locations
Kalamazoo Office
- Phone:
- 269-655-1818
Hours
Monday through Friday-By appointment.
Saturdays & Sundays-Closed