Living Life With Purpose, Today and Tomorrow

Let us help you find your way.

Financial guidance and strategies for life.

We are an independent financial services firm located in Zeeland, MI.

Upcoming Events

Stay Tuned For Our Next Event

"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?

Roth Conversions: May 10, 2025

Roth conversions can be a smart tax strategy for retirement. In this segment, we’ll explain how they work, when they make sense, and how to use them to create more tax-free income in the future.

We have resources covering a variety of categories from helpful articles to financial calculators and more