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Nimble Planning

Nimble Planning is for people who want a Fiduciary and Advocate who serves as a Personal CFO (Chief Financial Officer) or Financial Project Manager. It is especially valuable for business leaders and people contemplating major transitions in life – like retirement, divorce, the death of a loved-one, the sale of a property or the sale of a business.

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Intentional Investing

Intentional Investing is for people who want a Fiduciary and Advocate, who serves as a Personal CIO (Chief Investment Officer), to combine personal priorities and efficient strategies for desirable and dependable investment results. Intentional Investing may be provided in tandem or independently with Nimble Planning.

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ADVOSION LOGO ADA MI

6440 E Fulton St, Suite 203
Ada, MI 49301
(616) 954-2501

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  • Home
  • Services
    ▼
    • Nimble Planning
    • Intentional Investing
  • Fiduciary
  • Connect
  • Clients
    ▼
    • eMoney
    • Fidelity