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.
Profit Sharing Plans
401 (k) Planning
403 (b) Planning
Long Term Care