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
Timing Your Retirement
This short video illustrates the importance of understanding sequence of returns risk.
Should I Buy or Lease an Auto?
Compare the true costs of buying versus leasing a vehicle to find the better fit for you.
Bi-Weekly Mortgage Payments
See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.
Replacing Your Medicare Card
Learn how to replace your lost, stolen, or damaged Medicare card in this helpful article.
What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
Earnings for All Seasons
Earnings season can move markets. What is it and why is it important?
What to Expect in Your First Year of Retirement
A visual comparison showing how daily life, income, and routines often shift during the first year of retirement.
Prevent a Rift: Money Tips for Newlyweds
Couples may be able to head off many of the problems in a marriage that money can cause.
Glossary of Scam Terms
A helpful glossary of current scams.
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How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
Student Loan Refinance Calculator
Compare your current student loan terms to a potential refinance to see if it makes sense.
View all calculators
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.
4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.