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

Top 5 Things to Tell Your Financial Pro

Here are the top 5 things your team may want to hear.

Have A Question About This Topic?

Thank you! Oops!

Related Content

Buying Auto Insurance For Teen Drivers

Buying Auto Insurance For Teen Drivers

Tips on insuring your teen driver.

Emotional vs. Strategic Decisions

Emotional vs. Strategic Decisions

Information vs. instinct. Are your choices based on evidence of emotion?

Leaving Your Lasting Legacy

Leaving Your Lasting Legacy

Want to do more with your wealth? You might want to consider creating a charitable foundation.

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