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 Art of Giving—And Receiving—Well

Matt Knoll Recognized on AdvisorHub’s 2025 Advisor to Watch Ranking.

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

Here’s how much emergency savings you need amid economic uncertainty, according to financial advisors

By TPC Author

Discover the ideal amount of emergency savings recommended by financial advisors to navigate through times of economic uncertainty in this CNBC article.

Read the Entire Article Here

Discover the ideal amount of emergency savings recommended by financial advisors to navigate through times of economic uncertainty in this CNBC article.

Read the Entire Article Here

Tags: Alaska Office, Chicago Office, Financial Planning, Fresno Office, Iowa City Office, New Orleans Office, Quad Cities Office, Savings Accounts, Twin Cities Office

Categories

Categories

Read Our Latest Articles Here

Advisor’s Corner

The Art of Giving—And Receiving—Well

July 23, 2025

TPC In The News

Matt Knoll Recognized on AdvisorHub’s 2025 Advisor to Watch Ranking.

July 22, 2025

Advisor’s Corner

Interest Rates and Your Financial Journey: Understanding the Stages

July 21, 2025

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

Follow Us

Company

The Planning Center © 2025

Regulatory Disclosures