CALIFORNIA CONSUMER

Our mission is to get to know and understand your needs, wants, and long-term goals. We will help you develop, implement, and monitor a strategy that's designed to address your individual situation... We believe in thinking "out of the box" and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction... As financial professionals, we are committed to helping people just like you create solutions for their retirement assets. Once we understand your risk tolerance, time horizon and goals, we'll work diligently to develop a program that carefully balances investment strategies with preserving principal.

Primary location: Grand Haven United States