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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.

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.

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.

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.

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. 

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.

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.

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. 

Commentary
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Letter to Clients: 1st Quarter 2016

A new year is upon us. We hope you enjoyed your holiday season and celebrated the birth of 2016 with excitement and enthusiasm. This is always a great time to clean out old records and papers. Don’t forget that you can drop off all your sensitive papers into our secure shredding box and we will make certain your documents are properly destroyed.

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Letter to Clients: 4th Quarter 2015

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.

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