To Top
Broker Check


We provide the highest level of care and accountability. Everything we do must be in your best interest.

Complete Transparency

No magic tricks or distractions. Everything we do is transparent. Log into our online system to see your accounts any time, from any device, no matter where you may be.


We have been serving client needs for over 30 years which means we probably have experience in situations like yours.

Local & Available

We are not a large institution. We are your neighbors who happen to offer financial expertise. When you call, we answer. When you need someone, we are here.

Different People. Unique Needs

Some people need help accumulating and growing wealth. Others need assistance with the responsibilities wealth creates. No matter your money issues, we will help you find the solutions which best fit

Retire Confident

Retirement is a once-in-a-lifetime experience, but we have helped people retire comfortably and confidently for over 30 years. We can help you too.

Get Comfortable

We provide a safe and relaxed environment where you can be comfortable with your money.

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. 

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.

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 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. 

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.

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.

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.

Blog Posts

Two Things You Have To Do With the U.S. Credit Default Looming

This weekend I was at a flag football game for my 8 year old son and was talking to another dad who is also a professional colleague at another firm. While watching our boys warm up, we typically exchange a few words about business. Between the two of us, we have almost 50 years of experience and often have similar perspectives in the advice we give clients. This week we talked about how clients were responding to the Washington D.C. drama and decided there were two simple things clients should do.


You Can’t Take it With You

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.


Tightrope To Tighten Through Taper

It is simply a balancing act. Not the vicarious performer in the picture, but the monetary policy of The Fed.


Post with Featured Image

Letter to Clients: 3rd Quarter 2013

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.