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We are a select team of professionals driven to bring innovative, sound financial, retirement planning and eState planning to hard working families

We believe deeply that the more educated and informed a client is, the better decisions they will make regarding their financial health and well-being. Baby boomers are redefining age and retirement. Realizing the retirement of your dreams starts with your own personalized definition. Planning for retirement shouldn't be difficult or painful. It should be a gratifying process knowing that you've taken the proper steps to achieve the retirement lifestyle you've dreamed of.

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  • Thu 9:00 AM - 5:00 PM
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Estate Planning & Wealth Management
3
Grand Rapids, MI
Reviews (1)
3.0
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Steve Kitchen
· May 02
1
Updated Sep 04
Detailed Information
  • Location TypeBranch
  • Opening Date2007
  • Annual Revenue Estimate$100,001 to $500,000
  • SIC Code show
  • Employees2 to 4
  • Contactsshow
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