Wealth Services
Nolan Goslee
Financial Advisor
Ron Courser, CFP®
Financial Advisor
About our Financial Advisors
We take a holistic approach to retirement planning, understanding that the decades-long process of managing a retirement requires more than only allocating investments. We specialize in the transition from working years into retirement; this is called income planning, or figuring out which accounts to get your money out of first in the most tax-efficient way possible, while considering other income such as Social Security or pensions or rental property. We also specialize in working with elder law attorneys in qualifying clients for Medicaid while protecting their assets for their estate/survivors.
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
Fax: (616) 301-2593