Lifetime IncomeTax Minimization StrategiesPortfolio Construction & MonitoringAppropriate Annual LiquidityFinancial Protection and Wealth Transfer
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.
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.
Physicians, Dentists, CRNAs, Nurses
Medical, nursing, and dental schools prepare young men and women to care for their patients but they don't prepare them to manage financial security for their lifetime.
We are deeply involved with area schools and programs. We offer the tools and techniques to develop long-term financial strategies specific to this special population.
Helpful Content
Credit Card Payoff
Find out how long it may take to pay off a credit card balance and what it costs in interest.
Choosing a Retirement Plan that Fits Your Business
To choose a plan, it’s important to ask yourself four key questions.
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
Gun Ownership and Your Homeowners Policy
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
What's So Great About a Rollover?
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
A Look at Diversification
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Raising Healthy Children
Healthy habits are one of the greatest gifts to give your child.
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Historical Inflation
See how the purchasing power of a dollar has changed over time due to inflation.
IRA Income
Estimate the potential monthly income your IRA balance could generate in retirement.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
Roth 401(k) vs. Traditional 401(k)
Compare Roth and traditional 401(k) options to see which may work better for your situation.
Should I Buy or Lease an Auto?
Compare the true costs of buying versus leasing a vehicle to find the better fit for you.
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Timing Your Retirement
This short video illustrates the importance of understanding sequence of returns risk.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
Bull and Bear Go To Market
Learn about the difference between bulls and bears—markets, that is!
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Saving for College 101
Here's a crash course on saving for college.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?