Developing Long Term Relationships Based on Knowledge, Trust, and Integrity

Our Locations

Kalamazoo Office

1350 W. Centre Ave. Suite 200
Portage MI, 49024
Phone: 269-321-7472

Grand Rapids Office

333 Bridge St. NW Suite 600
Grand Rapids MI, 49504
Phone: 616-752-4500


Fax: 866-302-8110

Our Mission

Our mission is to be our client’s most trusted advisor and a resource for ALL their financial concerns and objectives.

Educational Videos

Please click on one of the videos below to learn how we can help you.

Organizing Your Financial Life

Business Owner Video

Physicians Video

Retirement Video

Executive Video

Attorney Video

Financial Planner Video