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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!

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

Q&A Seminar


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

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

Contact Us:


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

Fax: (616) 301-2593

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