Hello, I appreciate your interest!

Let’s Talk.

Time is precious, so let’s make the most of it.

For perspective on how I can help you, please answer the following questions:

What is your name?

What is your email?

Where do you live?

What’s on your mind?

What do you want?

How can I help?

Whice ONE of these phrases sounds MOST like you?

“Being rich gives me power.” “Investing well gives me freedom.” “My money is my way of keeping score.” “My money is my business and nobody else’s.” “Investing well helps me take care of my family.” “I’m not comfortable or confident talking about investing.” “I like playing the market and the odds are better than Vegas.” “There are many ways to get respect and investing well is one of them.” “I want big returns to make up for spending too much or not saving enough.” “I like the challenge of investing and want the latest, cutting-edge approach.”

Whice ONE of these phrases sounds LEAST like you?

“Being rich gives me power.” “Investing well gives me freedom.” “My money is my way of keeping score.” “My money is my business and nobody else’s.” “Investing well helps me take care of my family.” “I’m not comfortable or confident talking about investing.” “I like playing the market and the odds are better than Vegas.” “There are many ways to get respect and investing well is one of them.” “I want big returns to make up for spending too much or not saving enough.” “I like the challenge of investing and want the latest, cutting-edge approach.”

Thank you! I will be in touch within 48 hours. If you prefer, I invite you to call me at (616) 954-2501. If you need to leave me a message, I will return your call within 24 hours.

(616) 954-2501
Grand Rapids, MI

CLIENT ACCESS

Disclosure
ADV Part 2A

Disclosure
ADV Part 2A