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Personal & Collaborative Advisement
Wealth Management and Investment Advisor Services
portfolio Management Services
Trust & Estate Admin
Retirement Planning
Family Financial Services
Tax Planning
Our People

Muskegon Location
221 West Webster Ave.,
Suite 400
Muskegon, MI 49440
Phone: 231.728.2406
Fax: 231.728.0177

Grand Rapids Location
161 Ottawa Ave. NW,
Suite 200-G
Grand Rapids, MI 49503
Phone: 616.742.0557
Fax: 616.988.4744
 
 
Retirement Planning
  • IRA’s
  • Simple IRA’s
  • Retirement planning evaluator for individuals
  • Defined benefit and defined contribution plans
  • 401-K plans
  • Investment education for employees
  • Self-employed 401-K plans
  • Non-prototype plans

 
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of any particular prospective client, nor is it intended as legal advice. Please see our disclaimer for more information.