Financial Consultants in Grand Haven

“Mark has provided me a service that has felt the safest and most supportively neutral than any other experience I’ve had around finances and government.

During a time that felt overwhelmingly vulnerable, Mark provided me attainable options and a direction that I’m learning how to trust and understand.

I recommend him to anyone that feels the strain of conflict and confusion within the realm of finances and healthcare. He’s an earth angel that doesn’t push any self-serving agenda, and I believe that he genuinely supports his clientele.

Thank you Mark!“

“Very professional group that are well knowledgeable and flexible to accommodate many needs. Lori is a wonderful Financial Planner and worked with me and my somewhat odd case. I had entered the workforce for 8 years post high-school before finally heading to college, it was a bit jarring for me to keep my finances and 401k in order and she took the time to really examine my situation and give me sound advice. They are NOT just for retirement, they will give you sound financial advice no matter what position you are in.“