Our Approach

Live life brilliantly.

Are you prepared for the expected and unexpected in life? It’s a big question. No one can predict what tomorrow will bring, but through our exclusive Confident Retirement® approach, We can help you – and those you care about – feel more confident and in control. We’ll work one-on-one with you to help you plan to achieve your financial goals – and adjust to changes along the way. That way, you can focus on what matters most to you, today and in the future.

When you have the right advisor, life can be brilliant.

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Background and qualification information is available at FINRA's BrokerCheck website

 
 

Locations

123 S. Second Ave, Alpena, MI 49707

928 West Columbia Avenue, Battle Creek, MI 49015

333 Bridge Street NW, Suite 200, Grand Rapids, MI49504

600 Charlevoix Ave, Petoskey, MI 49770

7130 S. Westnedge Ave, Portage, MI 49002

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Gauge your retirement readiness

Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.

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How do you find financial confidence? It starts with a plan that’s personalized to all of your goals. The right financial advisor can help you feel more confident about your financial future. (0:30)