Turning 65?Turn to Schreck's Medicare Team for help navigating the confusion with the various benefits related to Medicare
Exclusive discountson income protection solutions for medical professionals
Creative solutionsfor multi-generational farm families across the heartland
Tax efficientideas for growth for the high net worth investor
Helping successful small business ownerswith strategies built to efficiently protect, grow, and control the distribution of what they’ve built
Thank you for coming! It’s good to have you stop by. While our look has changed a bit, what you’ve come to expect from us has not: strong values and creative solutions that you’ve grown comfortable with since our founding in 1957 by the widely respected, trusted, and beloved Don and Nadine Schreck.
Our mission is to provide innovative financial 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 the financial services industry has to offer. 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.
People may need help with a single issue, possibly insurance or investment related.
Oftentimes, a more rigorous approach is necessary…