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"
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.
Featured Resources
2024 Year End Review and 2025 Market Outlook
Tax Loss Harvesting: March 22, 2025
Learn how tax loss harvesting helps offset gains and reduce your tax bill. We’ll cover when and how to use this strategy for smarter investing.
We have resources covering a variety of categories from helpful articles to financial calculators and more