The Team

Do you worry that inflation, taxes or other unforeseen factors may diminish your hard-earned assets? Using our exclusive Confident Retirement® approach, we provide personalized recommendations for asset management strategies, proper insurance coverage and solutions for long-term care costs. We also offer estate planning strategies that can help mitigate the effects of taxes and exit and succession strategies from businesses. Our practice is dedicated to helping clients feel more confident about preserving their wealth so they can be free to live life brilliantly.

Our Advisors

Edward M Dancek

Edward M Dancek

Financial Advisor

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Designations

CRPC®

Top Areas of Focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Retirement Plan Distribution

Education

Andrews University, B.S. Education, Berrien Springs, Michigan
CA Insurance #0I54491

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Our Staff

Laura Dancek

Laura Dancek

Business Development Manager

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Qualifications

  • M.A. Western Michigan University
Keri Osterbur

Keri Osterbur

Financial Planning Assistant