Our firm acts as a personal CFO that specializes in small business owners,
self-employed and retirees in the Grand rapids area. We offer Investment Consultation and Advanced Planning. We work with the leading estate attorneys in our area. We are also partnered with qualified estate attorneys, CPA’s, and Life Insurance professionals in the West Michigan area.

News & Events
Kevin out of the office until July 6
Kevin Fifield will be out of the office until July 6, 2009. Feel free to call the office staff with any questions. 616-583-9000. ...
Market Commentary 6/29/09
Market Commentary:
Friday’s Closing Prices
Dow: 8,438.39   -34.01   (-0.40%)
Nasdaq: 1,838.22   +8.68   (+0.47%)
S&P 500: 918.90   -1.36   (-0.15%) ...
Market Commentary 6/22/09
Market Commentary: Friday's Closing Prices Dow: 8,539.73   -15.87   (-0.19%) Nasdaq: 1,827.47   +19.75   (+1.09%) S&P 500: 921.23   +2.86   (+0.31%) ...
Market Commentary 6/16/09
Market Commentary: Yesterday’s Closing Prices Dow: 8,612.13   -187.13   (-2.13%) Nasdaq: 1,816.38   -42.42   (-2.28%) S&P 500: 923.72   -22.49   (-2.38%) Oil Prices – The highest closing price ever for a barrel of oil was $145.29...