Who We Help

As your partner, we provide the expertise and guidance needed to help you make smart financial decisions.  We work hand in hand with you to work towards making your financial dreams a reality.

Families & Individuals

Your personal finances and investments can be complex and overwhelming. We can help you move past all of the financial noise that you’re constantly bombarded with. Combining our financial planning process and investment strategies will help you navigate the maze of information. Our ongoing review process is designed to ensure that you stay on track towards all of your financial goals.


You’ve worked too long and too hard to accept anything less than the retirement you’ve always dreamt of. Retirement is not a one size fits all scenario. We’re here to align your financial planning and investment management with your lifelong dreams and goals.


You’ve spent decades climbing the corporate ladder. Now that you’re to the top, you’ve been rewarded with a financial situation more complex than ever. 401(k) plans, Defined Benefit plans, Stock Options, Restricted Stock, and Deferred Compensation are all terms that are starting to get thrown at you. We can work with you to coordinate all of your personal accounts and employer benefits to form one comprehensive plan of action.

Business Owners

You’re focused on growing and managing your business, hiring the right staff, perfecting your craft, and so much more. You wear too many hats. Oftentimes the lines between your personal and business life can be blurry. Let us help you simplify all of the moving parts. We can help you develop a plan that will address both your personal financial situation as well as that of your business.

Physicians & Health Care Professionals

West Michigan is home to some of the finest medical centers and specialists in the country. We have expertise in the unique and complex needs of medical professionals. Your career is demanding and patients entrust their lives to you every day. Let us handle the stress of managing your finances.

Sudden Wealth

Managing an inheritance, accepting divorce settlements, winning the lottery, signing a professional sports contract, or settling a lawsuit can all be highly emotional times where financial decision making is critical. We will work with you to ensure that you are making rational decisions during these stressful times. Our planning process will ensure that you become a good steward of your resources.

Find Your Perfect Fit

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