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Request More Information or Schedule Your Free Strategy Session Today!


Free Consultation

Schedule a Free Initial Infinite Legacy Planning Session to discuss your goals and create an action plan for protection for your family or for your business.


Information Gathering

Complete and return the questionnaire and bring the related documents to your Infinite Legacy Planning Session.



We will work with you to design and create a comprehensive Infinite Legacy Plan to implement the action plan designed for your family or business.


Legacy Creation

We will meet with you, your advisors, and your family on a regular basis to ensure that your plan is understood, up to date, and carried out.

Grand Rapids Area Office

3083 Washington Ave, Suite A
Grandville, MI 49418

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Muskegon Area Office

800 East Ellis Road, #511
Muskegon, MI 49441

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