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Families We supply families with the resources to help them define and prioritize their goals and outline easy to follow steps designed to bring them closer to achieving them. Getting control of your finances means a lot more than just saving some money, it means understanding your habits - both thinking and spending - as well as establishing your short and long term goals.
Families face a balancing act when it comes to setting and meeting long term financial goals. You need to find the right symmetry when planning for a financially confident retirement, figuring out how to send your kids to college and ensuring that your family tree remains strong and flourishes well into the future. Our group includes two generations of experienced advisors who work with multiple generations of our clients' families. We have the understanding and expertise you need to help you make informed decisions for your family and set a path for your future. Let us be your Trusted Advisor. |
4120 Chicago Drive SW
Suite 1
Grandville, MI 49418
Phone: 616-531-4186
Fax: 616-531-5770
4665 Broadmoor Avenue
Suite 210
Grand Rapids, MI 49512
Phone: 616-871-9926
Fax: 616-698-0756
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