Strategic Planning Services

SMG Financial, located in Portage, MI, offers a comprehensive suite of financial services, emphasizing a holistic approach to retirement planning and asset management. The firm specializes in areas such as Medicare, Social Security, tax management, and estate planning to empower clients in navigating their financial journey with confidence. Dedicated to providing fiduciary financial advice, SMG Financial aims to prioritize clients' best interests through tailored strategies and proactive solutions. Their unique planning methodology, known as the bucket plan, addresses the complexities of post-retirement financial needs, ensuring a sustainable income stream and adequate healthcare planning for clients. Generated from the website

O'Keefe & Associates is a leading financial advisory firm based in Grand Rapids, MI, offering a wide range of services including corporate finance, litigation support, strategic advisory, and turnaround and restructuring. With a team of experienced professionals, they provide expert solutions in areas such as business valuation, forensic accounting, intellectual property, and risk management. With offices in Grand Rapids, Detroit, and Phoenix, O'Keefe & Associates has a strong presence in the financial industry, assisting clients with complex financial matters and providing strategic guidance for mergers and acquisitions, crisis management, and market analysis. Their commitment to excellence and their extensive expertise make them a trusted partner for businesses seeking comprehensive financial solutions.Generated from the website

EDP Management Co, located in Holland, MI, specializes in enhancing executive effectiveness through a proprietary 16-step process designed to improve conversations, leadership styles, and team dynamics. Their coaching services are focused on strategic growth execution and transformative future planning, enabling leaders to foster accountability and drive business success. The company offers comprehensive programs that delve into trust building, conflict analysis, and talent enhancement, ensuring that managers evolve into impactful leaders. By going beyond traditional training, EDP Management Co aims to help clients create robust teams poised for sustainable growth. Generated from the website