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Fiduciary

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. Forget "jargon". We use plain language to answer your questions.

Experienced

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

Local & Available

We are your neighbors who happen to offer financial expertise, not a big business. When you need someone, we are here for you.

Different People. Unique Needs

There is no magic formula that works for everyone. We have the knowledge, experience, and tools to help you plan and achieve your goals.

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.

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.

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.

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.

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.

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.

It takes two to tango

We provide the know-how; you provide direction and guidance. 

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. 

Blog Posts
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Letter to Clients: 4th Quarter 2018

Autumn is probably my favorite season, although maybe that is just because it is the current season. I like the change of seasons. It is one of the reasons I love living in Iowa; we have four separate and distinct seasons which gives truth to old maxim, “if you don’t like the weather, wait five minutes and it will change“. On rare occasion, a change in the weather can quickly go from perfect to a disaster.

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Recent IAC Mailing

Earlier this week you may have received a letter from Investment Advisors Corp. (IAC) with the bold headline “Please Review – Important Information Regarding Your Investment Advisory Account”, a copy of which can be viewed here: IAC Letter. The letter explains the recent announcement where IAC has entered into a new agreement with Cambridge Investment Research Advisors, Inc. and explains how it effects their clients as well as the decisions and actions those clients must face.

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Letter to Clients: 3rd Quarter 2018

You may have noticed that this quarter’s letter is a bit later than usual. You can blame me personally.

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An Open Letter to New College Graduates

Congratulations! You’ve already heard that from family and friends, but after years of college you deserve it. Let’s also give your support team a well-earned round of applause; Well done, Mom and Dad!

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