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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.

Call Out Box One Call Out Box One

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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Call Out Box Two

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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Physicians, Dentists, CRNAs, Nurses

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. 


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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

A Bucket Plan to Go with Your Bucket List

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

Rebalancing Your Portfolio

Rebalancing Your Portfolio

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

A New Way to Look at Your Bucket List

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

 

What is Guaranteed Retirement Income?

Get the facts about guaranteed retirement income.

Social Media: #NewestBusinessLiabilityRisk

Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.

Buying a Vacation Home? 5 Questions to Consider First

You may be considering purchasing a vacation property, this can be an exciting milestone, but there are a few things to consider first.

Fallen Tree Damage—Who Pays?

Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.

Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

Questions to Ask About Medicare

Take the guesswork out of your IEP or SEP with this helpful article.

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Disability Income

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

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

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Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Managing Your Lifestyle

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

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.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

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Retiring in a Post-Pandemic World

Imagine your ideal post-pandemic retirement with this animated video.

What Smart Investors Know

Savvy investors take the time to separate emotion from fact.

Working With A Financial Professional

A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.

Risk Tolerance: What’s Your Style?

Learn about what risk tolerance really means in this helpful and insightful video.

Surprise! You’ve Got Money!

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

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

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