Office One

675 Gratiot Blvd., Ste. 1

Marysville, MI 48040

Office Two

1354 Baldwin Street

Suite 102

Jenison, MI 49428

In The Media

With a passion for doing what’s best for her clients, Kim has dedicated herself to learning about any and all subject matters that may further her clients’ ability to have a successful retirement. As a result, Kim has been asked from time to time by the media to weigh-in as an expert regarding retirement related matters. Below are her more recent features in the media. We hope you will find these articles helpful and use them to make more informed decisions as it comes to your retirement and financial well-being.

Fox - Estate Wealth & Management Helps Michiganders Prep for Retirement and Grow Wealth

Retirement News Online

Tips for Tax-Free Income in Retirement


Social Security


Running Out of Money in Retirement