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Our Firm

Our Goal

To become the premier financial planning and investment management firm in the Midwest, while maintaining our uncompromising values and client focus as we grow.

Our Purpose

To improve our clients’ lives and create personalized financial strategies by:

• Getting to personally know their families
• Helping them identify their unique and specific goals
• Implementing a tailored financial plan and investment strategy
• Monitoring their ongoing progress
• Modifying strategies based on changing conditions or objectives

Our Core Values & Beliefs

• Our greatest assets are the trust of our clients, the dedication of our team, and the confidence of our business partners.
• We consider the “team of experts” approach essential for providing exceptional and meaningful financial planning and investment management.
• We are an independent firm, being 100% employee-owned. We have no allegiance to any particular company, product, or service.
• We work on a referral basis and strive to develop client relationships for life.
• We treat everyone with respect, professionalism, honesty, and integrity.
• We manage our clients’ resources with the same prudence as our own.