Financial Planning, Investments & Retirement Guidance for West Michigan Families
We help people in Byron Center, Grand Rapids, and surrounding West Michigan communities build financial clarity and confidence. Whether you’re planning for retirement, managing investments, protecting your family with insurance, or putting together a full financial plan, we provide the guidance and ongoing support you need to move forward with purpose.
Who We Help
We work with individuals and families across West Michigan, with a special focus on:
Most of our clients are in the greater Grand Rapids area, including Byron Center, Kentwood, Wyoming, and surrounding neighborhoods like Cutlerville, Gaines Township, and Forest Hills.
Services We Offer
Each of our services is tailored to your needs and designed for life in Michigan:
We help you understand where you stand and create a clear plan that grows with you.
From IRAs and 401(k)s to brokerage accounts and tax-efficient strategies, we help you invest with intention.
Whether you’re five years out or already retired, we build strategies that help your income last.
We coordinate with your attorney and guide you through decisions about wills, trusts, and beneficiaries.
We help you assess needs for life insurance, long-term care, and disability coverage — especially important for families and business owners.
We proudly serve
Byron Center and the wider Grand Rapids area
What Makes Us Different
We’re not just here to crunch numbers. We act like a personal CFO for your household — coordinating every part of your financial picture so you can make confident, informed decisions. We’re based right here in Byron Center and serve the greater Grand Rapids area with a personal touch that’s hard to find at a bank or national firm.
We stay in touch throughout the year, not just at tax time or when the market moves. You’ll always know where you stand and what comes next.
Why Local Matters
Understanding local taxes, cost of living, and retirement dynamics in Michigan makes a difference. We work with many clients from local employers, including those with pensions, healthcare plans, or business equity from companies around Kent County. We also offer guidance that reflects common financial patterns for West Michigan families — from college savings for public universities to planning for a second property up north.
Ready to Talk?
We’d love to learn more about your goals. Whether you’re just getting started or looking for a second opinion, we’re here to help.
Our Process
Deep Understanding
We begin with a deep understanding of who you are, your short term and long term goals, your current financial situation, your risk tolerance, and what you want to leave behind to your loved ones.
Strategic Planning
We develop a comprehensive plan to initiate the necessary changes, setting the course for progress and improvement.
Review & Monitor
As the market shifts and your goals may change, we will keep an constant eye on how we are tracking, and adjust if necessary.