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.
Budgeting After a Divorce
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
What does the Tax Reform and Jobs Act mean for you?
Tips on insuring your teen driver.
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
Do your insurance needs stay the same when the nest empties?
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
Protect yourself against the damage that your homeowners policy doesn’t cover.
This calculator can help you estimate how much you should be saving for college.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to estimate your capital gains tax.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate your monthly and annual income from various IRA types.
Estimate how much of your Social Security benefit may be considered taxable.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Taking your Social Security benefits at the right time may help maximize your benefit.
When should you take your Social Security benefit?
All about how missing the best market days (or the worst!) might affect your portfolio.
Around the country, attitudes about retirement are shifting.
Here’s a crash course on saving for college.