630 Kenmoor Ave SE, Suite 104, Grand Rapids, MI 49546

616-330-6177

Executives & Professionals

Client Centered

You are busy maximizing your career and specializing in your area of expertise. Often this leaves limited time to think about or optimize your financial strategy. Our team's passion is to optimize your financial plan helping you to get the most out of the money you work hard to earn and freeing up time to spending with those you love and on activities you enjoy. Areas we commonly focus on with executives include:

Comprehensive Financial Planning


Everything starts and is coordinated through our financial planning process. In order to optimize your financial situation, we first have to understand it and that happens through our four-step advisory process.

Tax Minimization



No one wants to pay more in taxes than is absolutely necessary. We actively look to minimize your taxes in coordination with your tax advisor or CPA

  • Maximizing your deductions
  • Gifting Strategies
  • Coordinate employer provided retirement accounts, HSA, stock options, and deferred compensation plans
  • Partner with your tax advisor or CPA coordinate strategies if desired


Investment Strategy



*Historically institutions have been able to outperform the average investor. As such, we take an institutional approach when is comes to managing your investments.

  • Risk Assessment: We will actively discuss your investment objectives, risk tolerance and time horizons to determine an investment strategy that is appropriate for you.
  • Four Step Process: Once we have completed your risk assessment we will implement our four-step investment process.
  • Investment Expenses: We look to keep investment costs low while also maximizing your investment returns.


Source: *The Average Equity Investor and inflation data comes from “Dalbar's 22nd Annual Quantitative Analysis of Investor Behavior (QAIB) study”. Average Equity Investor performance is calculated using results supplied by the Investment Company Institute. Investor returns are represented by the change in total mutual fund assets after excluding sales, redemptions, and exchanges. Results capture realized and unrealized capital gains dividends, interest, trading costs, sales charges, fees, expenses, and other costs. Dividends are not guaranteed, and a company's ability to pay dividends may be limited. Fund Sponsors, data for the participants in the peer groups come from four primary sources; Callan clients, BNY Mellon, Investorforce and Callan non-clients. The Total Fund Sponsor Database consists of return and asset allocation information for Corporate Pensions Funds, Endowment/Foundation Funds, Public Funds, and Taft-Hartley Funds. The Public Fund Sponsor Database consists of return and asset allocation information for public pension funds at the city, county, and state level. The Corporate Fund Sponsor Database consists of return and asset allocation information for a wide variety of corporate pension funds. The Endowment/Foundation Fund Sponsor Database consists of return and asset allocation information for endowments and foundations. The Taft-Hartley Fund Sponsor Database consists of return and asset allocation information for Taft-Hartley union pension funds.

Learn about our Process

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