2900 Charlevoix Drive Southeast
Our clients have the advantage of working with caring professionals who takes the time to get to know them, their goals and their values. More importantly, we listen ... to learn about their retirement dreams.
We truly care about our clients and believe it shows in the attention and service we provide. We take our clients' success personally, and we see our role as that of a guide, motivator and coach. We work hard to provide our clients with the best retirement planning solutions based on their individual needs and goals. We want them to think of us as a loyal friend they can turn to for the guidance they need.
I've been in this industry since 1994. My wife Nancy and I started this company so that we could bring specialized training and personal commitment to the retirement planning field. Away from work, we are the proud parents of Matthew and Jennifer, both of whom are successful in their own business careers.
616-301-2581 ext 6