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Not Receiving The Attention You Deserve From Your Current Firm?

Not Receiving The Attention You Deserve From Your Current Firm?

Your wealth deserves personal service. Our dedicated team of financial professionals has the resources, tools, and technology in place to help you feel confident in your financial future. Let's talk.

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Call Jim: (608) 200-4991

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8 Timeless Principles of Investing

Financial planning doesn't have to be overwhelming. Download this guide to get some bite-sized pieces of timeless financial advice.

Cutting edge technology that allows us to serve you better.

What is your risk score?

What is your risk score?

Are your current investments appropriate for your risk level? Let's find out... 

Get My Risk Score
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Professional financial planning for what lies ahead. 

MoneyGuide Pro Overview
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Let's look at your current investments in a great tool for analyzing past performance and risk reward relationship.

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Portfolio management that takes your whole plan into account. 

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Who We Serve

Helping investors across multiple generations. 

&#160;Pre-Retirees

 Pre-Retirees

Will my savings last in retirement? What does it cost to engage a financial planner?  What about social security and medicare choices? Let's make a plan together. If you are looking for retirement income planning, and investment portfolio management as you approach retirement, you've come to the right place. 

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Post-Retirees

Post-Retirees

The accumulation stage is done, let's make sure the distribution and estate planning stage of life goes smoothly. You're probably wondering "how do I approach risk management with my investments now that I'm retired? We can help. We offer personalized financial strategies to get you through retirement. 

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&#160;Young Professionals

 Young Professionals

Want the option to retire earlier than your peers? Let's create a plan for financial independence that revolves around you. We will focus on tax-efficient investing, personalized financial strategies, and comprehensive financial planning to get you where you want to be. 

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&#160;LTC Asset Protection

 LTC Asset Protection

We develop strategies to protect your lifelong, hard-earned savings from LTC costs, without the 5-year lookback or loss of control.  Using our resources in estate planning services and our wealth preservation strategies, a comprehensive LTC plan is closer than you think. 

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What is included in a Complimentary Financial Wellness check?

We start with your vision and values, then being to analyze your current tax, financial, and investment strategies. We also cover any dangers that might derail your plan, as well as legacy planning to make sure your money goes to who you want it to. This is a comprehensive process that allows you to decide if you want to continue working with us, and we get to add value and see if you would be a good fit for our firm to serve. 

Book An Intro Call

As Simple As 1, 2, 3

STEP

1

Get to Know You

The more we know about you, your finances, and your goals, the better we can help.

STEP

2

Evaluate Options

We strive to provide an amazing experience and a financial strategy that works with your lifestyle.

STEP

3

Implement

Life is always changing, and so are you. We’ll be by your side through every twist and turn.

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One-size-fits-all financial planning? Not here.

One-size-fits-all financial planning? Not here.

Your goals are our goals. Regardless of your age or background, we believe people can live better lives with smart financial education and investment management. We work closely with clients to match strategy to individual needs for every walk of life.

Who We Are

Start With Our Complimentary Financial Wellness Check

We understand that not everyone’s financial situation looks the same. That’s why we offer a complimentary financial wellness check that is a great way to get a snapshot of where you are at while we get to know each other and if it is a good fit long term.

Schedule an Intro Call

Get your financial journey started today.

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Make an Appointment

We’d love to learn more about you and your financial goals. This link is the best way to schedule a complimentary introduction call.

Schedule an Intro Call