Overview

Our firm operates independently and provides financial guidance to individuals and families with a focus on educating women through an unique and innovative series of workshops. We have been serving Western Michigan for over 23 years and are looking to expand our footprint in the area by acquiring others firms that have our same investment philosophy of doing what is right for the client. This means that our advisors do not sell products based on commission. Our goal is to create a financial plan that meets the clients goals by providing investment strategies for their life.

With our help, the client will gain a plan to potentially reduce taxes and build strategies designed to help protect and grow wealth for the family’s long-term financial security.

Our desire to acquire and/or partner with someone with goals of expanding their footprint.

Market
Advisor/RIA
Last Activity
today

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred Blurred

Loading...