Our Approach

Live life brilliantly.

What matters most to you in life? It’s a big question. And it’s one of many questions we’ll ask to better understand you, your goals and your dreams. We may ask questions that other financial advisors won’t. Why? Because your vision of the future is unique and we’re committed to helping you achieve it. Let’s start developing a personalized financial plan so you can gain the confidence to focus on what matters to you. Today and tomorrow.

We’re here to help you live the life you’ve earned. 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)