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  • 7480 Northland Drive NE, Rockford, MI 49341
  • TEL.616-866-3758
  • FAX.616-866-58112
Global and International Funds Are Alternative Investments Right for You? The Good Ship IPO The Business Cycle
  • Tax Planning &
    Preparation

    I provide the following tax services to individuals and businesses: tax planning, federal and state tax preparation, and standard and electronic tax filing.

  • Investments &
    Financial Planning

    I provide the following financial services and products to help you pursue your financial goals: financial analysis and planning; risk-tolerance and time-horizon assessments; investment, retirement and college savings plans; mutual funds; and life insurance.

  • Business Accounting &
    Advisory Services

    Business startup, SIMPLEs, Limited Liability Companies, Business Tax Planning, Roth IRAs, Accounting services, Corporations, Rollovers, S-Corporations, Individual Tax Planning, SEPs, Small business consulting, Partnerships and IRAs.