Our mission: to help clients develop wealthy habits and reduce financial stress.

How are we different? We are:

• Independent – we work for you, not for Wall Street. We provide recommendations without pressure to promote specific products and are a registered investment advisory firm.
• Comprehensive – our philosophy is that financial success requires attention to not only investments but also identifying goals, budgeting, tax planning, debt management, insurance, estate planning and ongoing monitoring.
• Fee-Only – we do not accept commissions or referral fees for selling products. Instead, we provide objective advice for a reasonable fee paid directly by our clients.
• Experienced – we have been helping clients achieve their financial goals since 1997. Ron Van Surksum, Principal, is a CERTIFIED FINANCIAL PLANNER ™ professional and member of the Financial Planning Association.

Call us today to schedule a no-obligation meeting to explore how we can serve you: (616) 531.5220