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Our advisors can help you plan for every stage of life; saving for a child's education, retirement, or planning your estate. with a range of investment and insurance vehicles to choose from, we can help you set up a plan that fits your needs today and for the future.

Review our list of financial services below. when you call us at (616) 949-6006 we can set up an appointment for you with one of our advisors. your advisor will review your requirements and help develop a financial plan that makes sense for your needs.

 College Plans

Estate Plans

Money Management

Profit Sharing Plans

Retirement Plans

Tax Plans

401 (k) Planning

403 (b) Planning


Common Stock

Educational IRA

Brokerage Accounts

Government Securities

Treasury Notes

Roth IRA


Simple IRA

Treasury Bills

Traditional IRA

Variable Annuities


Roth IRA



Health Insurance

Life Insurance

Long Term Care

Disability Income


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