A local financial decision center for West Michigan.

The process begins with a conversation about the decision you are facing, followed by gathering the information needed to understand your needs, goals, financial means, time horizon, and priorities. Depending on the agreed scope, DFG can help organize retirement, investment, business, employer plan, and protection decisions, with recommendations designed for your specific circumstances and evaluated with your goals in mind.

Yes. An employer review begins with the company’s objectives, workforce, budget, current plan, service concerns, and internal capacity. DFG then helps compare fees, providers, investments, participant support, and governance considerations so the process and proposed next steps are designed around the employer’s specific needs, goals, and financial means.

Yes. Planning can begin well before a transaction by clarifying what you need from a sale, estimating the after tax proceeds required for personal goals, reviewing succession and buyer paths, and identifying risks that could affect value or timing. The process is coordinated with qualified legal, tax, and transaction professionals so financial recommendations reflect your circumstances and support decisions.

Use the scheduling link or call the office to begin with a focused, no obligation conversation about the decision in front of you. We will discuss your needs, goals, financial means, timing, and available information, then explain the review process and any appropriate next steps. Specific recommendations are developed only after the relevant facts and agreed scope have been reviewed.