Investing, not trading
It is not flashy, but the long term outlook has stood the test of time. We seek to capitalize on this trend through patience and discipline rather than guessing when to zig and when to zag.
Simplicity
It is our job to explain your money in simple and straight-forward terms, not to impress you with jargon and investment “speak”. You can never ask too many questions.
You are not your neighbor
There is no magic formula that works for everyone. We have the knowledge, experience and tools to help you plan and achieve your goals.
Putting it all together
All the parts of your life are connected. Getting to know you goes beyond your finances. We want to know your values, hopes, and dreams so your success is not purely financial. A life measured only in dollars can never be rich.
It takes two to tango
We provide the know-how; you provide direction and guidance.
The media provides exposure, not advice
In this age of information overload, there are an over-whelming number of financial opinions. We help you focus on your specific financial goals by using our experience and knowledge as a filter to cut through the constant noise and chatter.
Wealth is not determined by money
Wealth is determined by love, happiness, and relationships. The number of dollars in your account does not make you more or less than anyone else.
It is a journey,
not a destination
No matter what your stage of life and career, we can help you. As you change and grow, we adjust so your plan continues to fit your needs.
Independence brings freedom
Our “product” is our guidance and advice, not specific investments. We are neutral and transparent when selecting the solutions necessary to implement your plan.
Insights & Other Important Communication
A new year is upon us. We hope you enjoyed your holiday season and celebrated the birth of 2016 with excitement and enthusiasm. This is always a great time to clean out old records and papers. Don’t forget that you can drop off all your sensitive papers into our secure shredding box and we will make certain your documents are properly destroyed.
This week the IRS released their Security Tax Tip Number 7 with some excellent cyber security practices:
I find it interesting when hear people complain about the weather. One of the many reasons I choose to live in Iowa is the changing climate. I think it would be boring if every day was sunny and warm. I like the change of seasons but everyone responds to change differently. Some find comfort where others find anxiety.
A week ago the Dow was over 17,500. By Thursday it closed under 17,000. Friday saw it drop below 16,500 and yesterday closed below 16,000. It is pretty clear than soon we will be in calamity and ruin… right?