Meet with
Family Focused Financial

Get started in 4 easy steps:


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.


2. Testing and Reporting

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


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.


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) Email

2) Request a meeting by completing the form below.


Contact Us

Phone: 269.208.4237

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

Bldg photo 2022