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.
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.
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.
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.
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.
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.
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.
It takes two to tango
We provide the know-how; you provide direction and guidance.
Insights & Other Important Communication
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?
Remember when it was so cold at the beginning of the year? As the mercury reaches the top of the thermometer, it is hard to remember when we never thought it would rise off the bottom. Behavioral scientists refer to this phenomenon as recency bias and it is just as applicable to investing as it is to the weather.