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Who We Are
Finding the right financial advisor
is crucial when planning for your
future. Take a minute to get to know
our team of experienced advisors,
and learn how they can help you
pursue your financial goals.
What We Do
Are you planning for retirement?
Evaluating life insurance needs?
Funding a child’s education?
Let our team of licensed and
experienced financial advisors
develop and implement a plan
customized for your needs.
The Keeping Your Money Show
Helping You Keep What You've Earned also means keeping you informed. Jaime and Bart, along with our other financial advisors and colleagues, host The Keeping Your Money Show, a weekly radio show to help cut through all the booyahs, bells, whistles honks and horns to get you to the information that actually helps you retire. Find us on your local station, or listen to previous segments to stay up to date.
Fox 17 Financial Fix
Staying on top of current topics is important for your financial future. As a professional in the industry, and a resident of West Michigan, Jaime Westenbarger knows what is important to his community. By delivering the Fox 17 Financial Fix every week, he helps residents of West Michigan stay informed and up-to-date with information that is actually beneficial to them and their financial goals.
Request a free copy of Jaime's chapter in Successonomics. In his chapter of the best selling book, co-authored by Steve Forbes, Jaime discusses his strategies for success and asks the question, 'Would You be a Client of Your Business?
Request Your Complimentary Copy