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
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
The Power of Interest - How Long Will it take My Money to Do
Use the Rule of 72 to estimate how long it takes your money to double at a given rate.
The Wild West of Data Theft
Learn about cyber liability insurance in this entertaining video.
Building Your Legacy
A four-step framework for building a personal legacy.
Data Breach: Your Security To-Do List
This article provides a checklist of steps to take if you experience a data breach.
Yours, Mine, and Ours: Estate Strategies for Second Marriage
Second marriages are a trigger event to revisit any existing estate strategies.
Building a Solid Financial Foundation
Sustain financial well-being or create wealth through these actions.
9 Facts About Social Security
There are things about Social Security that might surprise you.
Pickleball in Retirement
Learn about the latest sport to sweep the nation with this informative article.
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Rent vs Buy Calculator
Compare the long-term financial outcomes of renting versus buying a home.
Student Loan Refinance Calculator
Compare your current student loan terms to a potential refinance to see if it makes sense.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
Annuity Comparison
Compare annuity options to see how each one could affect your long-term income outlook.
View all calculators
Forecast
This short video helps explain why markets can be as unpredictable as the weather.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Retirement Redefined
Around the country, attitudes about retirement are shifting.
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.