TRUSTED TEACHERS & STEWARDS

Serving and Coaching Clients Towards their Financial Decisions and Dreams

Delivering Financial Clarity

You view your investment alternatives through the lens of your personal situation. Identifying and understanding the critical aspects of your financial position and your investment choices can seem confusing and overwhelming, given the haze produced by the financial “information overload” in our culture.

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Clear Your Vision

Our desire is to help clear your vision, so that you see and understand your alternatives clearly. Then, you can determine which options best suit your situation.

Put simply, our aim is to help you understand what you’re doing with your money, and why, and to help you pursue your financial goals with suitable investments.

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

Mishawaka

3555 Park Place West Suite 300
Mishawaka, IN 46545

574.256.0810

St. Joseph

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

269.978.7071

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