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.Play Video
People may need help with a single issue, possibly insurance or investment related.
Comprehensive Wealth Management Strategy
Oftentimes, a more rigorous approach is necessary…Learn More
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.Learn More
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.Learn More
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.
Multi-Generational Farm Families
These tremendous people are the salt of the earth, literally feeding the world.
We help them ensure that the family farms stay intact across generations, all while striving to promote lasting family harmony for all.
When to Self-Insure
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
Teen Drinking and Your Liability
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Learn about all the parts of Medicare with this informative and enjoyable article.
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
Learn when it may not make sense to file a claim on your home insurance.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Use this calculator to better see the potential impact of compound interest on an asset.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate how much of your Social Security benefit may be considered taxable.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator can help you estimate how much you may need to save for retirement.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Make your retirement as exciting as your next vacation.
Here’s a quick guide to checking to see if you have unclaimed money.
Around the country, attitudes about retirement are shifting.
Estate conservation is too important to put off. Do you have a smart exit strategy?
When you retire, how will you treat your next chapter?