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Turning 65? Exclusive discounts Creative solutions

Your Purpose. Our Passion.

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, 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.

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Our Process

Basic Recommendations

People may need help with a single issue, possibly insurance or investment related.

Comprehensive Wealth Management Strategy

Oftentimes, a more rigorous approach is necessary…

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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.

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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.

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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.

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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.

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Business Owners and Entrepreneurs

This inspiring group of tough minded, independent thinkers benefit from our perspective in identifying risks and devising methods to manage it.

Often times we’re able to help them grow their wealth outside their enterprise as efficiently as possible.

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Helpful Content

Creative Ways to Motivate Your Employees

Creative Ways to Motivate Your Employees

Five creative (and inexpensive) ideas for motivating your employees.

Tax Reform: Before and After

Tax Reform: Before and After

What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.

The Lowdown on Those Free Credit Scores

The Lowdown on Those Free Credit Scores

What’s the deal with your yearly free credit report?

 

What You Should Do About Insurance Following a Divorce

In the face of divorce, making changes to insurance coverage may be overlooked.

Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

Insuring Your Business Against Cyber Liability

90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?

Insurance Needs Assessment: Married With Children

When you’re married and have children, insurance needs will be different.

The Business Cycle

Understanding the economy's cycles can help put current business conditions in better perspective.

“Dirty Dozen” Tax Scams to Watch For

Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.

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Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

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Retirement Redefined

Around the country, attitudes about retirement are shifting.

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial advisor about changes in your situation.

Saving for College 101

Here’s a crash course on saving for college.

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

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