Using Experience To Make A Difference
Our top priority is helping you take care of yourself, your family, and your business. We want to understand your personal and business situations, identify your dreams and goals, and understand your risk tolerance.
Should You Borrow from Your 401(k)?
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
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Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
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Exploring the Federal Student Grant Program
In this article, explore the benefits of the Federal Student Grant Program.
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Chad Schut, CFP®, AIF®
Owner and President, CFP, AIF
W. Douglas Koning, Owner
Licensed Insurance Agent
Mitchell Wassink, CFP®, AIF®
Financial Advisor
Darla Tiffany
Account Executive
Shannan Frank
Client Services Associate
Shannon Potgiesser
Client Services Associate
Carrie Betz
Employee Benefits Specialist