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 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.
Helpful Content
IRA Withdrawals that Escape the 10% Tax Penalty
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
The Anatomy of an Index
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Keeping Good Records is Good Business
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Six Most Overlooked Tax Deductions
Six overlooked tax deductions to help manage your tax bill.
Travel, Without the Baggage
Tips to avoid checking in luggage on your next vacation.
“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.
The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
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What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
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.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
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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.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
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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The Latte Lie and Other Myths
Do you know these three personal finance sayings?
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
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.
From Boats to Brokers
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.