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.
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.
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.
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 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.
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.
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.
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.
It takes two to tango
We provide the know-how; you provide direction and guidance.
Insights & Other Important Communication
Without a doubt, the majority of clients who work with us are primarily focused on retirement income. However, once retirement needs have been satisfied clients usually want to discuss how to best transition their money to their heirs. But when I read What will you do with your inheritance? I realized that clients need to place greater emphasis on what will happen to that inheritance once it passes to the next generation.
It is simply a balancing act. Not the vicarious performer in the picture, but the monetary policy of The Fed.
My wife is an Iowa native. I am not but I like to say that like the corn, I have grown roots here. After a dozen years of marriage one cannot help but assimilate some of the quirks of their spouse. One of the things I picked up from my bride is the word cornfused; an accurate description for a confused Iowan.
Would you prefer to receive this via email? As of this month you can now opt to receive an email instead of a paper letter. If you want to activate the email option just let me know. Otherwise, you will continue to receive the paper version.