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

Charitable Giving and Tax Strategy in Retirement

All Insights

Our Webinars

Tax Planning vs. Tax Preparation: Why You Need a Strategy

All Webinars

Our Podcast

Why Money Decisions Are Emotional Before They’re Logical with Cicily Maton

All Episodes
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

’Practice’ Makes Retirement More Perfect

By Jude Boudreaux

The Planning Center in the news with AARP: https://www.aarp.org/retirement/planning-for-retirement/info-2017/practice-retirement-fd.html

Tags: Best of New Orleans, Budget, financial fitness, Gambit, Jude Boudreaux, spending and saving

Categories

Categories

Read Our Latest Articles Here

Charitable Giving Tax Strategy in Retirement

Advisor’s Corner

Charitable Giving and Tax Strategy in Retirement

July 29, 2026

Michelle Maton Named to AdvisorHub's 250 RIAs to Watch in 2026

TPC In The News

Michelle Maton Named to AdvisorHub’s 250 RIAs to Watch in 2026

July 15, 2026

High-Net-Worth Estate Planning and Generational Flexibility

Advisor’s Corner

High-Net-Worth Estate Planning Strategy: Flexibility and Generational Alignment

July 13, 2026

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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
7112 North Fresno St.
Suite 315
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
1650 West End Boulevard

St. Louis Park, MN 55416

When We Help

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