Preferred Partners

As a Christian Financial Coach, I am careful to coach, guide, and instruct - but NOT give specific advice (investment or otherwise) in areas where I am not licensed or able to speak.  That's why I have partnered with Christian professionals who can.  I call them my Preferred Partners.   

See their bios below

**Preferred Partners all reside in Michigan and may not be licensed or able to conduct business in every state. Contact each to find out more.

Private Wealth Management

"Helping you navigate the rest of your life!"

Our Wealth Management Consultative Process begins with learning about you.

We approach each new engagement with a consultative process. We know that money means different things to different people, so we want to make sure we really understand our clients. We ask questions about their values, goals, relationships, assets, advisors, process and outside interests.

“We are looking for lifelong relationships.”

Scott Morrison - Matt Nordmann - Michael Nordmann

Morrison, Nordmann and Associates, Inc.
1504 E. Grand River Ave #201
E. Lansing, MI 48823

Phone: (517) 333-7967

Learn more here

Financial Advisor

As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what you’re working toward before you invest your money. It's also important to understand the level of risk you're comfortable accepting when investing so we can balance it with the steps necessary to reach your long-term goals.

Whether you're planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals. We can also monitor your progress to help make sure you stay on track or determine if any adjustments need to be made. Throughout it all, we're dedicated to providing you top-notch client service.

Luke Peck

4625 Beckley Rd Ste 400 A, Battle Creek, MI 49015

Phone:  (269) 979-5652

Email:  [email protected]

Learn more here

Risk Management Specialist

"Helping families manage and eliminate risk."

I have been in the Risk Management business for over 20 years helping protect individuals and families from the 5 Major Risks they will likely face during their lifetime.  

1. Financial:  Planning accurately for retirement needs.

2. Life Insurance:  Knowing your spouse and children will be protected when you die.

3. Health Insurance:  Having the proper coverage and paying a fair premium.

4. Long-Term Care:  Protecting your family from the financial and emotional stress associated with needing to provide care for an extended amount of time. 

5. Identity theft:  Monitoring your private information so that suspicious discrepancies are promptly shut down and corrected.

Call today and let me help you review your risks and make sure that you and your family are protected!

Edgard Cazal

eCazal Financial and Insurance Services

Phone: 269-317-1311
Email: [email protected]

Facebook:  Follow Me Here!

Call to learn more

Brandt Wealth Advisors

 "Building secure futures, one family at a time."

"You recognize that your assets are a gift from God and that your goal is to manage them well.  Whether it's planning wisely for retirement income, unforeseen medical events, or charitable gifts, our goal is to help you accomplish yours."

Phil & Shelly Brandt

Office:  269-321-5102

Fax:   269-254-8620 

PO Box 2467, Kalamazoo, MI  49003

Health & Life Insurance Specialist

I live in Battle Creek, MI with my husband and two young girls.  We attend Crossroads Church & Ministries in Marshall, MI and we love the Lord.  I have been in the health and life insurance industry for 12 years and thoroughly enjoy what I do.  Helping people has always been a passion of mine.  I specialize in individual health, Medicare, and small business health plans.  I offer multiple companies to build a coverage plan that best suits your needs.

Email:  [email protected]

Phone:  (269) 420-6781

Facebook:  Click here

Attorney at Law

"Because the possibilities are endless!"

My firm understands that when faced with a legal issue the realm of possibilities are endless. Mr. Carter’s deep experience as a trial lawyer, negotiator and advocate includes many complex cases and has resulted in a strong record of success. An experienced, dedicated, successful attorney gives you the best chance to achieve the results you deserve. Regardless of your situation, we act effectively to bring about a successful conclusion to your case. Our goal is to achieve the best result for our clients in the most practical and cost-effective manner possible.

David Carter

Mail:  PO Box 54, Charlotte, MI 48813

Email:  [email protected]

Website:  www.davidcarterlaw.com

State Farm Agent

I have been helping clients with their insurance and financial needs as an agent for over 15 years. I employ and empower 4 tremendous people who are also licensed and eager to help you with any of our products or services.

We pride ourselves on being your advocate in the insurance world, connecting you to the largest and best insurance provider in the nation, and giving you the best value when it comes to auto, home, and life insurance.  

We want to put or experience and knowledge to work for you. 

David Giesen

Address:  1030 Laurence Ave, Ste 1, Jackson, MI 49202

Phone: (517) 787-0165

Email: [email protected]

Website: www.davidgiesen.com

David Chapman Agency - 

"Making Insurance and Bonds Easy!"

David Chapman Agency provides for your business insurance, personal insurance, and construction bond needs.  We began in 1976 with an office of 3 people in downtown Lansing Michigan and have grown to a team of nearly 50 dedicated and experienced professionals. 

As independent insurance agents we represent a large number of insurance companies.  That allows us to offer you the best combination of coverage and cost, delivered with the finest customer service by a staff that truly cares about you.

Nathan Chapman

5700 W. Mount Hope Hwy
Lansing, Michigan 48917-8590

Phone: 517-321-4600

Email:  [email protected]

Website: www.davidchapmanagency.com

Wood Floor Distributor

Lambright Flooring is a distributor that specializes in hardwood flooring and reclaimed wood products.  We carry brands from traditional to contemporary and beautiful (but economical) to ultra-custom. At Lambright Flooring, we are proud to work directly with builders, architects, and designers for projects of all sizes, residential and commercial.

"Helping you design the things dreams are made of!"

Reid Lambright

Phone: (517) 230-8632

Email:  [email protected]

Website:  www.lambrightflooring.com

Construction & Restoration

Hubble Construction has been servicing homeowners in Michigan with their renovation and restoration needs since 1989. A family‚Äźowned business based in central Michigan, Hubble Construction carries their commitment to homeowners throughout the Lower Peninsula.

Rick Hubble

Hubble Construction and Restoration
3330 W Lehman rd.
DeWitt, MI 48820

Phone: 517.204.2552   

Website:  www.hubbleconstruction.com

 
 

Realtor

"I am never too busy for one of your referrrals!!"

Christian ethics drive my business and govern my daily lifestyle choices. When searching for a REALTOR
you have many choices, and I understand the competitive nature of the business. I operate on a firm
belief that each client is a GIFT FROM GOD and deserves consistent and honest communication as we
tackle the job of either marketing your current home, searching for that new home, or both.

I bring to the table a strong background in healthcare, information technology, and management of client service
helpdesks that has taught me how important regular communication is to my success. I have quickly
learned to utilize all the tools available to REALTORS to assure that my clients homes sell quickly and
that offers placed on desired properties are fair to market value and most importantly-accepted!

David Comrie

Century 21 Cedarwood

4170 Charlar Drive, Holt, MI  48842

Phone: (989) 965-3085

Email:  [email protected]

Have Questions?

Let us know if you have any questions about our Preferred Partners or if you would like to know more about becoming one. Please email us at the address below.

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