What We Do
What do we do for our clients?
What to Expect

Our Services
What We DO
Asset & Debt Management

Investment Management

Tax Planning

Insurance & Benefits Review

Family and Charitable Giving

Estate Planning

Accumulation & Retirement Planning

Cash Flow & Income Management

RSUs
When We Help

Support Through Every Stage of Life

Life is a journey with its unique path for each individual and family. Needs change at each twist and turn, and we’re here to meet you wherever you are on your path. We offer flexible, personalized support during every life stage, recognizing the diverse challenges and milestones you may encounter. Our commitment is to provide relevant and timely help, ensuring that you have the support you need precisely when you need it most.

Birth of a Child

Career Change

Divorce

Loss of a Loved One

Marriage

Retirement

Sudden Money

All Life Stages
Who We Are

Meet Our Team

We’re lucky to have a wide range of professionals on our team, including financial planners, tax professionals, and client relationship specialists. You can see our whole team here.

Our Team

Our Executive Team

Brett J Lee, JD, MBA, CSCP

Amy Tessmer, CPA

Matt Mercer

Eric Kies, CFP®
Resources

Our Latest Insights

The Planning Center Recognized as a Top 20 Firm on Financial Planning’s 2024 Best RIAs to Work For

What Investors Can Learn From the S&P’s Performance After Presidential Elections Since 1928

All Insights

Our Webinars

Marriage: Financial Planning Aspects to Consider

4 Strategies for a Smarter College Search

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Locations

Our Locations

We are proud to have seven office locations throughout the US that are happily serving clients locally and nationwide. Find the right location for you and view all locations here.

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New Orleans

Quad Cities

Iowa City

Twin Cities

Chicago

Alaska

Fresno

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Your Insights

Category: Advisor’s Corner

Financial Literacy: A Tool for All Ages

December 13, 2024

While it may be true that “knowledge is power,” it’s still surprising how little knowledge most people have about money, saving, and investing. Recently a popular financial website gave a quiz on investing concepts, asking questions about very basic concepts like what stock ownership means, the definition of diversification, and the effects of compound interest. The average respondent was able to answer just under half of the questions correctly (48%).

Grandparents and Gifting: Doing It the Right Way

December 3, 2024

We’ve written previously about various ways grandparents might want to structure the financial gifts they provide for their grandchildren. Grandparents may wish to include their grandchildren in their annual gifting plans as a regular part of their estate planning; in 2024, by combining their individual gift tax exclusions, a married couple filing jointly can gift as much as $36,000 to one or more individuals.

Being Grateful Isn’t Just Good for Your Outlook: It’s a Good Retirement Strategy

November 13, 2024

There is research demonstrating that people who are habitually grateful for what they have also tend to be financially healthier. And that can make a big difference in the quality and satisfaction you achieve during your retirement years.

One Step at a Time: Getting through the Early Stages of Widowhood

November 4, 2024

Because losing a spouse is an emotionally tough time, managing financial tasks may feel almost impossible. In addition to consulting with your wealth advisor, ask for help from a trusted family member or close friend.

Staying Put: Planning Tips for Aging in Place

November 1, 2024

The fact that many of us will enjoy longer lifespans brings up some questions that our ancestors didn’t need to consider: How do I want to spend my retirement years? How much will it cost to live the way I want to live? Do I want to continue to work part-time after retirement—or even start a new career? All of these considerations are important, but there is one more that perhaps trumps them all: Will I stay in my home, or move into a retirement community?

Family Gifting Is Great, Just Don’t Be Too Late!

October 16, 2024

Since its enactment in 1932, families with significant assets have utilized the annual gift tax exclusion as a tool for both transferring wealth to the next generations and also reducing the size of the taxable estate.

Turn a Loss into a Win: Tips on Tax-Loss Harvesting

October 3, 2024

Through a technique known as “tax-loss harvesting,” recognizing a loss on an investment that is down in value can position you for future tax advantages as you manage your portfolio. Our article explains.

Tips for Keeping Your Estate Plan “In Plan”

October 2, 2024

You had a will drawn up, signed, and notarized; you created a power of attorney and a health care directive. You’re all done, right? Your estate planning is set, and you can move on to more pleasant endeavors.

Not necessarily.

Social Security and Retirement Planning: Making the Right Calls

August 14, 2024

After all your years of working, saving, and paying taxes, you’re finally approaching retirement, and it’s time to ensure your benefits and income sources are in place. For many retirees, Social Security benefits make up a sizeable portion of the funds you’ll need to maintain your retirement lifestyle.

Smart Tips for Charitable Giving

July 18, 2024

A recent survey indicates that many donors still have questions about how they can make their giving more effective. In fact, two-thirds of those surveyed said that while they’d like to give more, they are concerned by factors that make it more difficult for them to give as much as they’d really like to.

Good Coverage: Your Changing Insurance Needs

July 12, 2024

Many of us think of insurance as the product we hope we’ll never need. Indeed, insurance remains a vital part of most financial plans. For many of the important things in life, it makes sense to shift some or all of the financial burden onto an insurance company. And in many cases—your home and your vehicles, for example—insurance is a legal requirement.

Divorce in Mid-Life and Later: The Financial Ramifications

July 1, 2024

For various reasons, the divorce rate in the United States is falling—except for one important demographic: those 50 and older. Dissolution of marriages that have lasted for 30 or more years is, unfortunately, on the rise, having doubled since the 1990s, according to US Census Data.

Make CONFIDENT Decisions

Stay informed with the latest financial insights from our experts.

Phone: (888) 333-6986

Locations

ALASKA
310 K Street
Suite 405
Anchorage, AK 99501

FRESNO
7055 N Maple Ave
Suite 108
Fresno, CA 93720

QUAD CITIES
1615 Fifth Avenue
Moline, Illinois 61265

IOWA CITY
136 S Dubuque St,
Iowa City, IA 52240

CHICAGO
303 West Erie Street
Suite 311
Chicago, IL 60654

NEW ORLEANS
1521 Washington Ave.
Suite B
New Orleans, LA 70115

TWIN CITIES
800 N Washington Ave.
Suite 701
Minneapolis, MN 55401

When We Help

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