Our firm acts as a personal CFO that specializes in small business owners,
self-employed and retirees in the Grand rapids area. We offer Investment Consultation and Advanced Planning. We work with the leading estate attorneys in our area. We are also partnered with qualified estate attorneys, CPA’s, and Life Insurance professionals in the West Michigan area.

News & Events
Market Commentary for the week of July 26, 2010
The Market The S&P broke through 1,100 on Friday for the first time in a month, propelled by General Electric’s announcement that...

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Market Commentary for the week of July 19, 2010
The Market A decline in the number of new unemployment applications for the third week in the past month could not offset a lower-than-expected consumer sentiment reading and a decline in the...
Market Commentary for the week of July 12, 2010
Market CommentaryFor the week of July 12, 2010  The Market The markets shook off the pessimism of the end of the...