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.
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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
May 2025 Quarterly Market Update: Time to Play Offense?
Managing the Financial Impact of Widowhood: June 14, 2025
Losing a spouse is one of life’s most difficult transitions — emotionally and financially. This week, we’re discussing the key financial steps to take after the loss of a partner, from handling Social Security benefits to updating accounts and planning for the future.
We have resources covering a variety of categories from helpful articles to financial calculators and more