Greater Grand Rapids Financial Advisors
Stop dreaming of your grand plans and start planning them, with Michigan based financial advisors. Contact us today to get started.
A Legacy to be Remembered...
Our clients enjoy increased confidence knowing their family has financial legacy planning in place for their loved ones. Aren't you ready to feel the same?
Destination: Your Financial Future.
Are you ready to learn more about a work-optional lifestyle?
The Long Run: Women and Retirement
Find your position...Plot your course. ®
Financial Planning
More than just financial planning, financial advisors that understand your situation.
Including legacy and special needs planning, as well as assisting with planning for aging parents.
Investments
Educating clients with the heart of a teacher to understand investing principles and strategies. Planning can help you avoid some of the pitfalls that snare some investors.
Insurance
For the things that can't be controlled. Manage the risks to what matters the most to you. Protect your legacy and your loved ones.
It's Time for an Elevated Perspective.
Keagan Rushmore is the local Dave Ramsey SmartVestor Financial Professional!
Stay Educated

Do Our Biases Affect Our Financial Choices?

Inflation & Your Money
