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Nancy Courser, CLTC, CSFP®Managing Partner

Nancy Courser, CLTC, CSFP®
Managing Partner

616-301-2581 #3

Nancy works closely with Ron Courser to help provide financial security to our clients in uncertain times. She creates strategies using insurance to protect families and businesses from the consequences of unforeseen events.

Nancy is an independent life and health insurance advisor with expertise in:

  • Medicare planning –especially when first eligible at age 65
  • Life insurance/Disability income insurance
  • Long term care planning and insurance

Her specialty and passion is helping people plan for the day that they will need help in their homes with everyday activities. Knowing how resources will be allocated provides peace of mind when long term care services are needed.

Prior to joining her husband in the financial services business, Nancy worked over 20 years for two major office furniture manufacturers: Haworth and Herman Miller. She worked in a variety of management positions in Marketing, Contract Development, and Customer Service. Nancy is a native Michigander, having lived and worked most of her life in Western Michigan. Her interests include weekly baking of her “soon to be famous” chocolate-dipped raisin oatmeal cookies, exercising, and spending time with family and friends.

Ron and Nancy have two adult children and two grandchildren. They are actively involved in their local church and volunteer regularly in the community.