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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, financial professionals, 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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Call Out Box Three

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

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

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

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

When Heirs are Imperfect

When Heirs are Imperfect

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

Tax Deductions You Won't Believe

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.

Jane Bond: Scaling the Ladder

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

 

Making Sense Of A Home Warranty

Understanding the value of a home warranty.

The Business Cycle

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

Weighing the Benefits of Prepaid Debit Cards

It's important to understand the pros and cons when considering a prepaid debit card.

Does Your Child Need to File an Income Tax Return?

When your child has income, there’s a good chance that he or she will need to report it and pay taxes.

Medicare At 65+

65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.

The History of Currency

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

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Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Should I Buy or Lease an Auto?

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

Saving for College

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

Disability Income

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

Federal Income Tax

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

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

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5 Smart Investing Principles

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

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.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

An Inside Look at Retirement Living

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

Managing Your Lifestyle

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

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A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

Consider These 3 Things Before Driving Off the Lot

There are a few things to consider when buying or leasing your next vehicle.

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

Preparing For the Ultimate Vacation

Make your retirement as exciting as your next vacation.

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

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