Contact Us

Mailing Address
2500 E Beltline Ave, Ste G #166
Grand Rapids, MI 49546
(616) 745-4831 phone


20 Minute Introductory Call

integrating college & retirement into one single strategy

Schedule your 20-min Introductory Call today if you would like to learn more about how we can help you:

  • Gain a better understanding of your current situation
  • Define and quantify the outcomes that meet your definition of success
  • Implement Your Best Strategy® to get there – including cash flow analysis, insurance review, estate plan checkup, investment strategy, and retirement and college funding plans

Other Inquiries

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