Investment Management Specialist /
Financial Advisor
Financial Planning Specialist
Suite 800
Grand Rapids, MI 49503
toll free: 800-378-2217
fax: 616-771-6099
- The Hard Facts of Long-Term Care Insurance
- College Savings Plans Make the Grade
- Investing in a Greener World
- Addressing the Wealth Planning Needs of Women Investors
- Alternative Investments
- Did You Know? Socially Responsible Investing Can Have Its Rewards
- Begin with the Basics: Creating a Solid Investment Policy
- The Art of Rebalancing
- Doing Well By Doing Good: Interest in Socially Responsible Investing Rises
- Fiduciary Responsibility and Spending Policy Statements
- Investment Diversification Using Asset Allocation
- IRAs – Still Popular After All These Years
- Instilling Financial Values in Your Children and Grandchildren by Women & Co.
