When your money is on the line, no amount of planning is too much. We work with our clients to guide them, whether they are thinking ahead to a new car, a new home, or retirement.
We believe that Free Markets are efficient; therefore, Free Market Portfolio Theory will be the basis for the management of client investment portfolios.
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Evan is an Investor Coach who teaches his clients—through education and encouragement—to close the behavior gap in investing…
Evan is a graduate of Calvin College (BS Accounting) and since 1994 has been helping people make their biggest financial decisions—from mortgages to retirement portfolios. Evan grew up in west Michigan and was one of eight children. He and Jenny, his wife of 15 years, now live in Mason MI with nine children of their own. Evan is active in his church where he’s served as deacon and elder.
For over 17 years, Steve has been coaching clients in some of their largest personal financial decisions. Sound advice for financing new home purchases has earned Steve the trust of his clients. Steve also provides sound investment coaching for clients that share his conservative philosophy for investing savings.
Steve is an owner in two financial companies and he practices what he teaches. Steve is a coach to his clients. He believes that his clients’ best decisions are the ones that they own and understand for themselves. Steve has implemented a process for equipping clients to make excellent decisions consistent with their own personal philosophy for investing.
Success through decisions based on convictions creates peace of mind. You can and should have peace of mind around all your financial decisions.