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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.

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 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. 

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 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.

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.

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.

Blog Posts

A Reader Asks #18: Iowa Inheritance Tax Question

This comment was left on The Iowa Inheritance Tax post this summer. Doing the research on it brought some unusual twists and turns so it took more time to answer than I would have expected. Despite the delay, I still think it is interesting enough to address.


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Letter to Clients – 4th Quarter 2009

The move to our new office went well and we settle in more every day. By the time you receive this we should have pictures on the walls and the signs should be up.


Self Employed Retirement Plan Options for 2009

One of the disadvantages of being self employed is the lack of an employer sponsored retirement plan. Fortunately, there are several options available depending on how much you want to contribute each year.


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Letter to Clients – 3rd Quarter 2009

When people who know me see me on the street, they stop and ask how I am doing. They make the assumption that given the terrible returns from the stock market and the high level of uncertainty about the economy, that I must really be professionally frustrated. The truth is actually quite the opposite. As an individual investor, I too feel the pain. But as a Certified Financial Planner TM practitioner, never have I been so excited professionally.