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Quarterly Market Review – Q2 2017
This report features world capital market performance and a timeline of events for the past quarter. It begins with a more
Build Confidence In Your Financial Future
Every day, we face decisions and transitions that shape our financial potential.
The advisors at The Planning Center can help you set a course for personal growth, financial strength, and most important, the peace of mind that comes with it. As a fee-only financial planning firm, we are paid only by our clients, allowing us to place your family's needs and priorities above all else.
Meet Our Financial Experts
Every relationship we build reflects the experience, integrity and dedication of our team. Take a closer look at the collective knowledge and expertise committed to your financial security.
Marty Kurtz, CFP®
Eric Kies, CFP®
Cicily Maton, CFP®, CeFT®
John Longstaff, CFP®
Michelle Maton, CFP®, CeFT®
Matthew Sivertsen, CFP®, CeFT®
Andrew Sivertsen, CFP®, CeFT®
JJ Sessions, CFP®
Nancy Greer, CPA
Nancy Blunck, MS, CFP®
Wm. Marty Martin, PsyD
Michael Branham, CFP®
Rob Baner, CPA
Latrenda Dixon
Nancy Caldie
Ashlee Veneman
Brenda Bromley
Matt Knoll
Anina De Tommaso, RP®
Amber Miller
Tyler Fisher
Kathi Parrish, RP®, CRPS
Sheldon Lee
Pat Taylor
Sandra Foley
Recent News
When rates go up, do stocks go down?
Should stock investors worry about changes in interest rates? Research shows that, like stock prices, changes in interest rates and more
When Life Changes, Money Changes – When Money Changes, Life Changes
Major life and money changes create a new, unknown zone of life transition. We provide a tool that can help. more