(269) 321-5040
[email protected]
Your Account Login
626 Financial Home
  • Home
  • The 626 Foundation
  • Our Story
  • People
  • Process
  • Resources
  • Contact Us

Coaches

Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.

Have A Question About This Topic?

Thank you! Oops!

Related Content

Is Term Life Insurance for You?

Is Term Life Insurance for You?

Term insurance is the simplest form of life insurance. Here's how it works.

Exit Strategies of the Rich and Famous

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

Retirement Seen Through Your Eyes

Retirement Seen Through Your Eyes

What's your vision of retirement?

Contact

Office: (269) 321-5040

Fax: (269) 585-6059

7950 Moorsbridge Road

Suite 104

Portage, MI 49024

[email protected]

Quick Links

  • Retirement
  • Investment
  • Estate
  • Insurance
  • Tax
  • Money
  • Lifestyle
  • Latest Articles
  • All Videos
  • All Calculators

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2026 FMG Suite.

View our Client Relationship Summary

Disclosures  Form ADV Part 2A-2B