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Financial guidance and strategies for life.
We are an independent financial services firm located in Zeeland, MI.
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"Money Matters"
Listen to Us on 99.7 FM and WHTC 1450 AM!
Every Saturday at 10:10 AM, Carey and Brent bring you financial advice you can trust. From retirement planning to investment tips, we’ll help you make smarter decisions for a stronger financial future. Don’t miss out—tune in and take charge of your money!
Featured Resources
August 2025 Market Update and Major Tax Bill Changes Explained
Roth Conversions: September 20, 2025
Thinking about converting to a Roth IRA? This week, we break down how Roth conversions work, when they make sense, and how they can create tax-free income in retirement.
We have resources covering a variety of categories from helpful articles to financial calculators and more