Living Life With Purpose, Today and Tomorrow

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Financial guidance and strategies for life.

We are an independent financial services firm located in Zeeland, MI.
Services
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That means everything from budgeting and tax strategies, to insurance and charitable giving, as well as saving for college, retirement, and long-term care.

Retirement Planning

Retirement Planning

Retirement may be five, ten, or twenty years down the road. We’re committed to making sure your retirement is everything you hope it will be.
Retirement planning

Financial Planning

Financial Planning

No two investment portfolios are alike. Your financial strategy should be as unique as you are.
Financial planning

Every step of the way, every day, you can count on us.

Carey, Jack, and our Koele Godfrey team serve people interested in developing comprehensive financial strategies they can use over a lifetime. You may be surprised to learn that we don't start by looking at your investments or by recommending products to you.
About us
Guys Radio Show with Gold Filter

"Money Matters"

Since 2005, Carey and Jack have broadcasted their show on local radio station WHTC 1450 AM and 99.7 FM Radio. Tune in at 10:10 each Saturday morning for some free advice you can put to use to give your financial outlook a tune-up.
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Resources

While our mission is to help our clients find financial freedom, we believe that education is a key strategy for pursuing it.
2023 Market Outlook
Model Wealth Portfolios
Budgeting Worksheet

Budget Worksheet

Retirement Worksheet

Can you Afford To Retire Worksheet

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Here to help

We're here to help.

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Since 2005, Carey and Jack have broadcasted their show on local radio station WHTC 1450 AM Radio.

Securities, Financial Planning and Advisory Services offered through LPL Financial, a Registered Investment Advisor.  Member FINRA & SIPC.
 
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck

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