Frequently Asked Questions
A. We are independent on purpose. We’re on your side; our allegiance is to our clients.
We look at the big picture. We look at holistic solutions and empower our clients to make educated decisions about their future.
A. We are located at:
Grand Haven/Home Office
16964 Robbins Road Ste. #100A
Grand Haven, MI 49417
Grand Rapids/Satellite Office
1100 4 Mile Rd NW
Suite A Grand Rapids 49544
(by appointment)
A. The first step is to attend one of our Money Trap Seminars. Just check the seminar schedule posted on this website for a location nearest you. We hold them in Grand Haven, Holland, Muskegon, and Grand Rapids. Registration can be conveniently done on the seminar page of this website.
If you have a pressing need, we encourage you to call the offices at 616-935-7400 or toll free at 866-252-1714 and schedule an appointment.
A. Due to the varying needs of our clients, fees are disclosed on a case-by-case basis.
A. Yes we are. We feel it is wise to have another professional review your current financial plan.
A. No, there is no specific minimum required in order to work with us. However, we are able to work comprehensively with clients who have $100,000 or more of investable assets, including retirement plans.
A. We work closely with Chris Brown of Brown Accounting who does provide accounting and tax preparation services for many of our clients. If our client needs the services of an estate planning attorney, we can make a recommendation.
A. Yes. We will be glad to work any trusted professional advisors that you currently have.
A. Yes we can. Since a large part of our planning specialty is with retirement resources and concepts, rollovers and lump- sum payments are commonplace with us.
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| Weekly Economic Update - 4.9.12 |
UNEMPLOYMENT FALLS TO 8.2%
That good news was tempered by some disappointments. The U.S. economy only managed a net gain of 120,000 non-farm jobs in March; analysts were hoping for a gain of at least 200,000. |
| Weekly Economic Update - 4.2.12 |
HIGH GAS PRICES DON’T DENT PERSONAL SPENDING
Consumer spending increased by 0.8% in February, even with fuel prices soaring. That topped the 0.6% gain projected by economists polled by Reuters. February’s inflation-adjusted gain was 0.5%, the largest in six months. |
| Weekly Economic Update - 3.26.12 |
HOUSING MARKET COOLS DOWN IN February
Nationally, home sales took a step back last month. |
| Weekly Economic Update - 3.19.12 |
PRICES Rise Most In TEN MONTHS
Consumer prices were up 0.4% in February according to the Commerce Department, yet core inflation rose only 0.1%. |
| Weekly Economic Update - 3.12.12 |
227,000 NEW JOBS, BUT JOBLESS RATE STILL AT 8.3%
While unemployment levels remained unchanged in February, Labor Department data showed that nonfarm payrolls expanded by more than 200,000 positions for the third straight month. |
This debt clock, provided by WidgetBox, is for general information purposes only. The national debt number is received from the US Treasury and the population data from the US Census. We make no representation as to the completeness or accuracy of this information.

