Let us be your Trusted Advisor

Successful business owners know the value of having trusted advisors by their side. We help take away the angst of wondering if your financial estate plan is in order by creating a blueprint of your current estate plan and then working with your other trusted advisors to execute your plan and keep it current.
 
It can be a struggle for families to find the time to prioritize their financial goals and map out a plan to help achieve them. 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.
 
Retirees face an uphill battle when trying to navigate through market fluctuations, loss of buying power due to inflation, longer life expectancies and increased costs in healthcare. We provide clients with the tools they need to create a personal roadmap focused on their goals and priorities.
4120 Chicago Drive SW
Suite 1
GrandvilleMI 49418
Phone: 616-531-4186
Fax: 616-531-5770
4665 Broadmoor Avenue
Suite 210
Grand RapidsMI 49512
Phone: 616-871-9926
Fax: 616-698-0756
Contact Us

Securities are offered through
RAYMOND JAMES
FINANCIAL SERVICES, INC. 
Member FINRA / SIPC

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

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