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An independent, family-owned firm that specializes in Retirement Income Planning.

If you are currently retired, or would like to retire soon, you owe it to yourself to meet with us to discuss your financial concerns, your goals, and your dreams.

For important medical decisions, it is prudent to obtain a second opinion.  In Retirement Income Planning, it is equally as important.  This meeting may be as simple as confirming that your current plan is efficient, or it may be the first meeting in a series of meetings to formulate a diversified investment plan for your future.

Our #1 Priority is You!  We work for you - "Client First" - take advantage of our experience and our services.

Get a feel for who we are by reading our most recent newsletter...

February 2018 Newsletter

Our Process

We spend the one-on-one time necessary to create strategies that are tailored to your needs and goals.

Sample our process

Our Expertise

Years of experience melded with the newest technology allow us to offer you guidance through all of life's transitions.

Brief video example

We Offer Personalized Plans to Match Your Needs

Steven N. Moerdyk

Steven N. Moerdyk is the founder and president of Moerdyk Financial, Incorporated.

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Jimmy Moerdyk

Jimmy Moerdyk joined Moerdyk Financial in 2011 after graduating from the Eli Broad College of Business at Michigan State University.

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Lori Moerdyk

Lori is probably the first person that you will talk to when you call our office. She handles all the administrative and technical duties.

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