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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

Dog Bites Neighbor. Now What?

Dog Bites Neighbor. Now What?

Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?

A Brief Guide To Condo Insurance

A Brief Guide To Condo Insurance

Important items to consider when purchasing condo insurance.

Insurance Needs Assessment: For Empty Nesters and Retirees

Insurance Needs Assessment: For Empty Nesters and Retirees

Do your insurance needs stay the same when the nest empties?

 

Tax Deductions You Won't Believe

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.

Starting a Roth IRA for a Teen

This early financial decision could prove helpful over time.

Tips for Finding Care for Your Disabled Child

The care of special-needs children continues into their adult years, and may survive the passing of their parents.

Understanding Homeowner’s Insurance

Purchasing homeowners insurance is critical for protecting your home.

Year-End Charitable Gifting and You

This article may help you maximize the benefits of your donation for your chosen charity.

Three Key Questions to Answer Before Taking Social Security

When to start? Should I continue to work? How can I maximize my benefit?

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Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Saving for College

This calculator can help you estimate how much you should be saving for college.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

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5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Managing Your Lifestyle

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

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.

Principles of Preserving Wealth

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

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

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Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?

The Business Cycle

How will you weather the ups and downs of the business cycle?

Surprise! You’ve Got Money!

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

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

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