Delivering Financial Clarity

Faithful teachers and stewards, serving and coaching clients toward their financial decisions and dreams.

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Experienced advice for your questions

Am I managing my money wisely? Am I investing effectively to maximize returns? How much should I save for retirement?

These questions are vital for achieving your financial goals. With personalized advice from experienced advisors, you can navigate these challenges confidently.

Discover how tailored guidance can empower your financial journey today.

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Gain Clarity

Navigate the often confusing landscape of personal finances with a valued partner and coach to guide you.

Create confidence

Invest with conviction in the face of shifting circumstances through the coaching and teaching of an experienced industry professional.

Plan ahead

Decide to do today what you will wish tomorrow you had done yesterday.

Pursue your goals

Live the life you have imagined by pursuing your financial goals with practical and realistic steps.

connect with an advisor today!

Schedule an Intro Phone Call

Here’s what to expect

Initial Call

Get to know each other in a brief introductory conversation.

Meeting

Dive more deeply into your financial situation, goals, concerns, questions, and your ideal financial future.

Implementation

Turn collaborative strategies into action items to implement.

Review

Enjoy consistent communication to ensure your finances remain in-step with your situation.

services for your financial freedom

Pursue financial clarity through comprehensive financial planning and advisory services.

Make informed and confident financial decisions for a secure future with seasoned and dedicated advisors.

Personalized Financial Guidance

Getting your questions answered

Comprehensive Financial Planning

Preparing for the future, no matter what life brings

Experienced Retirement Planning

Enjoying the empty nest years

Forward Looking Tax Planning

Avoiding unnecessary tax expenses

Robust Investment Management

Portfolio construction and risk management

Tailored Insurance

Protecting you and your loved ones with life, disability, and long term care insurance

Reliable College Planning

Providing for your children’s education

Meet the team

Locations

St. Joseph

500 Renaissance Dr. Suite 102-C
St. Joseph, MI 49085

(269) 978-7071

Hudsonville

4675 32nd Ave. Suite 2
Hudsonville, MI 49426

(616) 855-6244

Kalamazoo

251 N. Rose St. Suite 200
Kalamazoo, MI 49007

(269) 978-7071

Fishers

11 Municipal Dr. Suite 260

Fishers, IN 46038

(317) 576-2244

Mishawaka

3555 Park Place West Suite 300
Mishawaka, IN 46545

(574) 256-0810

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