Our Philosophy:

When we go to the doctor, we seek professional advice from a trusted expert. But we still want to have a basic understanding of our condition and the treatment options before we make any decisions.

We believe that financial planning should be the same way. We don't expect our clients to know everything about finance, but we strive to educate them enough so they understand the reasoning behind our recommendations and how implementing financial plan will help them achieve their goals.

We don't believe in the "just trust me" approach. We want our clients to be informed partners in their financial planning process.

What to Expect in Our First Meeting 

We’re excited to meet with you and for the opportunity to help you and your family reach your financial goals.  Here’s what you can expect in our first meeting:

Typically, the first meeting last from 45 minutes to an hour.  The initial meeting is a time for you to ask questions, tell us what your top financial goals and priorities are, and see if we may be a good fit for one another.  Based on what you tell us your goals are we will begin brainstorming potential strategies that fit best together for your goals and situation. 

What is Helpful to Bring:

You don’t need to bring anything to our first meeting, however, the following is helpful for our team to begin designing your plan and investment portfolio for your situation and goals:

·       Your top financial goals and priorities

·       General Sense of Monthly Income and Expenses

·       Current Debts and Interest Rates

·       Amount of Money in the Savings

·       Information about Work Benefits Plans

·       Approximate Value of Retirement and Investment Portfolios

·       Tax Return

·       Questions you have

What You Can Expect From Us:

·      We believe in first analyzing your situation, discuss tax planning, strategizing the best course of action and educating you before considering what investment assets to hold

·      Honest Advice about ways we can and can’t help

Zeeland, MI  49464

One Royal Park Drive, Suite Five 

One story brick building about 100 yards south of Chicago Drive and State Street with the same entrance as Royal Park.  We share an entrance with Custer Insurance Agency on the left side of the building. 

Jenison:

1848 Baldwin Street, #6

Jenison, MI 49428 

One story brick building across the street from the McDonalds on Baldwin.  We share an entrance with Custer Insurance Agency on the right side of the building.  

Ludington:
401 W. Ludington Ave. Unit 103

Ludington, MI 49431

Right across the street from house of flavors!