Our Mission, Values, and Beliefs
Our mission is to provide innovative solutions to those we have the privilege to serve throughout their lives and the lives of their heirs.
Built on a Midwestern value of working hard, our team of advisors and staff strives to always do the right thing: to build deep, meaningful relationships with clients only recommending what we’d do for ourselves, all the while delivering hands on, old fashioned customer service.
As an independent firm, we’re focused on utilizing the most innovative products and services. We’re passionate about using those tools to craft comprehensive and custom solutions to our clients' very personal issues. Our aim is to have those we work with experience what it means to efficiently accumulate, protect, and eventually distribute their wealth in a tax efficient manner.Play Video
People may need help with a single issue, possibly insurance or investment related.
Comprehensive Wealth Management Strategy
Oftentimes, a more rigorous approach is necessary…Learn More
Physicians, CRNAs, and Other Medical Professionals
These professionals are the backbone of the healthcare community.
We have helped them protect their income and grow their wealth for decades.Learn More
People Near and in Retirement
These people look to us to transform their retirement assets into a clear retirement income strategy.
When people turn 65, we bring them clarity to the confusion of figuring out the right healthcare related options.Learn More
High Net-Worth Investors
These dynamic people come to us to help them keep more of what they make through tax efficient growth and wealth transfer strategies.
They gain access to institutional level, private wealth management solutions, and alternative investment options.
Multi-Generational Farm Families
These tremendous people are the salt of the earth, literally feeding the world.
We help them ensure that the family farms stay intact across generations, all while striving to promote lasting family harmony for all.
Social Security: Five Facts You Need to Know
Here are five facts about Social Security that are important to keep in mind.
Money Draining Food Myths
These food myths will really put a drain on your wallet.
Eight Mistakes That Can Upend Your Retirement
There are common mistakes you can avoid when saving for retirement.
Retirees traveling abroad need to know that their health insurance travels with them.
Tips to avoid checking in luggage on your next vacation.
A four-step framework for building a personal legacy.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
What’s the deal with your yearly free credit report?
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator can help you estimate how much you should be saving for college.
Around the country, attitudes about retirement are shifting.
All about how missing the best market days (or the worst!) might affect your portfolio.
Here is a quick history of the Federal Reserve and an overview of what it does.
Do you know these three personal finance sayings?
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
How do the markets usually react to elections? Was the 2016 election any different?