In 1960, John Lorence founded a financial planning firm in the small lakeside town of Holland, Michigan. It was (and is) a place where time-honored values and business practices are held in high esteem, and these values have always been essential to our firm’s character.
From the very beginning, John recognized the need for a comprehensive approach to financial planning. He would always examine a client’s current financial position before developing a plan that included an investment strategy that was not only prudent, but also worked in conjunction with the client’s insurance and considered individual tax ramifications. John also insisted that his clients had updated wills, powers of attorney, trusts where appropriate, and other legal documents as recommended by their attorney.