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 August 23, 2010
The Market Mortgage applications rose 13 percent for the week ended Aug. 14 as consumers took advantage of low interest rates. A 17 percent increase in refinancing loans made up for lost...
Market Commentary for the week of August 16, 2010
The Market Economic data out last week pointed to a slow down in the recovery, according to Reuters. After a sharp drop in July, consumer sentiment as measured by the Thomson Reuters/University...
Market Commentary for the week of August 9, 2010
The Market The Labor Department’s monthly employment survey, issued Friday, showed the U.S. lost 171,000 jobs in July but the unemployment rate remained steady at 9.5 percent. The Federal Reserve...
Market Commentary for the week of August 2, 2010
For the week of August 2, 2010  The Market The Dow and S&P marked their best months in a year, rising nearly 7 percent for...