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: The Elephant in the Room
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Tax Reform: Before and After
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
IRA Withdrawals that Escape the 10% Tax Penalty
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Life insurance proceeds are generally tax-free. But not in all cases.
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
Currency has been around for a long time. Here’s a quick history lesson.
Six overlooked tax deductions to help manage your tax bill.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
This calculator can help you estimate how much you should be saving for college.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator compares the financial impact of leasing versus buying an automobile.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
A special needs trust helps care for a special needs child when you’re gone.
There are a few things to consider when buying or leasing your next vehicle.
Pundits say a lot of things about the markets. Let's see if you can keep up.
When should you take your Social Security benefit?
Agent Jane Bond is on the case, cracking the code on bonds.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.