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 Road Ahead: Financial Markets, Volatility, and Your Portfolio

When Retirement Arrives Suddenly: How to Cope when It’s “Too Soon”

All Insights

Our Webinars

Wealth Planning 101: How to Manage Inheritance and Sudden Money with Confidence

Navigating Turbulent Markets

All Webinars
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.

Get Started

New Orleans

Quad Cities

Iowa City

Twin Cities

Chicago

Alaska

Fresno

All Locations
Contact Us

Financial Planning Questionnaire

Please complete this form and submit it to us before your initial meeting. Thank you.

Step 1 of 2

Name(Required)

First Last

Phone

Email(Required)

Marital Status

Partners Name

Your Date of Birth

Your Partners Date of Birth

Address

Street Address Address Line 2 City State ZIP Code

Employment Status

Your Occupation

Other Employment

Partners Employment Status

Partners Occupation

Partners Other Employment

Number of Children

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

Company

Regulatory Disclosures