We are happy to offer a wide variety of resources in addition to our financial services. 

If you need to access the Share File Login, click HERE

Check out more videos on our YouTube channel! 

Check out the great information made available to us from our partners at Stratifi, Schwab, and Money Guide Pro as well as educational sites to assist you on your financial journey.

Charles Schwab

Review Your Schwab Accounts

Money Guide Pro

Review or Begin Your Financial Plan


Locate, Organize, and Share Your Important Information

FPA Planner Search

Create Your Financial Future

CFP Board

The Standard of Excellence in Financial Planning


Review Your Risk Tolerance


The National Association of Personal Financial Advisors


Internal Revenue Service

Social Security Administration

Social Security Help

Request an appointment

Meetings will take place in the AAM Office located in Grandville, MI Unless other arrangements are made.

Check out our latest blogs!