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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

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Test Your Estate Strategy Knowledge

Test Your Estate Strategy Knowledge

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.

The Five Basics of Financial Literacy

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How literate are you when it comes to your finances? Brush up with these five basics.

 

Why You Need an Estate Strategy

Do you have an estate strategy? You should.

Get Paid for Going Green

Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.

Catch-Up Contributions

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

The Business Cycle

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

Apps That Help Achieve Goals

If you find it hard to attain personal life goals, there’s an app for that!

The History of Currency

Currency has been around for a long time. Here’s a quick history lesson.

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Disability Income

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

Should I Buy or Lease an Auto?

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

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Saving for College

This calculator can help you estimate how much you should be saving for college.

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Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Tax Management Strategies

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

Managing Your Lifestyle

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

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

5 Smart Investing Principles

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

Long-Term-Care Protection Strategies

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

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A New Way to Look at Your Bucket List

That big list of dreams and goals isn't the only way to look at your bucket list.

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

Retirement Redefined

Around the country, attitudes about retirement are shifting.

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

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