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Pre-Retirees Medical Professionals Getting burned by taxes? Financial Planning

More than just money.

Our Process

Our Process

Taking complex and making it simple.

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Our History

Our History

Disciplined, hard working, fiscally responsible.

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Our Mission & Values

Our Mission & Values

Why we do, what we do.

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Meet Our Team

Kathy Kooienga

Kathy Kooienga

Director of Operations

(616) 850-1018

(888) 603-9301

Nikki Dennis

Nikki Dennis

Client Operations Associate

616-850-1018

1-888-603-9301

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