Media Resources

The most important thing we can bring to our clients is education. We provide our clients and those with a listening ear the option to hear us on a podcast, through YouTube, and in person with seminars. Please subscribe to our channels below for timely market information, changes in regulations, and of course opportunities when investing your hard earned dollars. Also keep an eye on our events page for any public speaking engagements we may be hosting!

Podcast

This podcast is designed to give you financial education in order to succeed in your retirement planning.

Seminars

Click here to sign up for any available webinars or seminars. If you miss it don't worry - we record them.

Videos

2-3 minute videos of our financial advisors Ron and Nolan breaking down topical information.

2900 Charlevoix Dr. SE

Suite 310

Grand Rapids, MI 49546

Phone: (616) 301-2581

Option 1: Financial Services

Option 2: Health Insurance Appointments

Option 3: Health Insurance Questions & Concerns

Option 4: Tax Services

Option 5: Canadian Lakes Office

Fax: (616) 301-2593