Celebrating 20 years of serving the people of Grand Rapids

Insurance Planning

One of the critically important, but often-overlooked, elements of a truly comprehensive financial plan is insurance.

Based on your unique situation, we can help you determine the amounts and types of insurance that are appropriate for your situation, and through Raymond James, we can offer a wide array of quality insurance alternatives that can add an important layer of safety for you, your family and your business.

741 East Beltline Avenue NE | Grand Rapids, MI 49525 | 616-774-2281 | Map and Directions