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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 Zoom meeting

Book a Kalamazoo office meeting

Book a Saint Joseph office meeting

Book a Lansing office meeting

You can also call our office at 269-655-1818 or text 269-264-4901


Check out our quarterly newsletter.


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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.

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Kalamazoo Office

Phone:
269-655-1818

Hours

Monday through Friday-By appointment.

Saturdays & Sundays-Closed

A photo of our office

Lansing Office

Phone:
269-655-1818

Hours

By appointment
A photo of our office

Saint Joseph Office

Phone:
269-655-1818

Hours

By appointment