Jon Bower / Steve Sonday

616-949-8984

Products and Services

We provide assistance in the following areas:

Investments

  • Bonds
  • Preferred Stocks
  • Tax-Free Municipal Bonds
  • Common Stock
  • Educational IRA
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Brokerage Accounts
  • Treasury Bills
  • Certificates of Deposit
  • Government Securities
  • Treasury Notes
  • Variable Annuities

Financial Planning

  • Retirement Plans
  • 401 (k) Planning
  • 403 (b) Planning
  • College Plans
  • Estate Plans
  • Money Purchasing Plans
  • Profit Sharing Plans
  • Foundation and Endowment Management
  • Charitable Remainder Trusts

Insurance

  • Term Life Insurance