Celebrating 20 years of serving the people of Grand Rapids

Retirement Planning

No matter how close or far off your retirement may be, our team offers extensive expertise and experience with a wide range of account types and savings strategies.

Trained in all aspects of the retirement planning process, we will work closely with you to develop a specific strategy for funding the retirement you envision, providing for your day-to-day needs as well as for life’s unexpected turns, such as illness or disability.

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