Background and qualification information is available at FINRA's BrokerCheck website
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
We added a new file for download:
July Practice Update
We added new files for download:
January Practice Update, February Practice Update, March Practice Update, April Practice Update, May Practice Update
We updated our photo album
We added new videos:
Tax diversification: How to keep more of your money, Total View: Your Complete Financial Picture, Retirement Strategies for a Confident Future on Your Terms, Dream of giving back in retirement?, Where is the market heading?, What can investors do after volatility?, 5 financial habits of affluent families, Personal trust services
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.