Meet with
Family Focused Financial

Get started in 4 easy steps:

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1. Getting to Know You and Fact-Finding

During our first visit, we ask a lot of questions to understand you and how your current financial plan is organized.

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2. Testing and Reporting

The second time we meet, we share the results of our analysis and decide whether or not to work together.

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3. Getting Started

The third time we meet, we begin paperwork that allows us to implement the changes you desire. This is when we officially begin working together.

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4. Building a Plan

After you become a client, we build and execute your personalized Successful Retirement Plan that will help you reach your retirement goals.

Use the form below to schedule a meeting with us.

Schedule a Meeting in 3 ways:

1) Call 269.208-4237

2) Book a meeting on our calendar.

We invite you to schedule a complimentary 30-minute Get Acquainted call or virtual meeting. Please let us know your preference when you book. We're here to serve you!

3) Request a meeting by completing the form below.

Consultation

Contact Us

Phone: 269.208.4237

Address: 2620 S. Cleveland Avenue, Suite 205
St. Joseph, MI 49085

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