Skip to content
  • Email Us
  • 888.333.6986
  • Client Login
  • 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
    Jude Boudreaux Featured in Forbes Interview
    Jude Boudreaux Featured in Featured in NBC News Article
    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
Get Started
  • What We Do
  • When We Help
    • Birth of a Child
    • Career Change
    • Divorce
    • Loss of a Loved One
    • Marriage
    • Retirement
    • Sudden Money
  • Who We Are
  • Location
    • Alaska
    • Chicago
    • Fresno
    • Iowa City
    • New Orleans
    • Quad Cities
    • Twin Cities
  • Resources
    • Insights
    • Webinars
  • Contact Us
  • Client Tools
  • Schedule a Call

Your Insights

  • Budget, financial advisor, Financial Planning, Jude Boudreaux

Financial Planning for Charitable Giving

October 18, 2019

For many individuals and families, giving is an important expression of personal values. In this clip, TPC financial planner Jude Boudreaux discusses how charitable donations can

more »

Millennials: Go ahead and take that vacation instead of paying off your student debt.

September 30, 2019

Just because you have student debt doesn’t mean you can’t afford to splurge every once in a while.  In this article, Jude Boudreaux explains why investing

more »

Advisors Wonder Why DOJ Wants To Quash New Retirement-Savings Plans

September 21, 2019

The US Department of Justice is looking to change retirement laws and regulations, both in California and nationwide. In this article, TPC Sr. Financial Planner John

more »

What the heck is an “RSU” and what do I do with mine? (and how is it different from a bonus?)

September 17, 2019

  By The Planning Center, Financial Planner Schedule a Free Consultation Is there anything better than getting a bonus? Think about it: you’ve worked hard all year

more »

FT 300 list: the top US registered investment advisers in 2019

September 9, 2019

This year, the Planning Center was ranked as one of the top registered investment advisory firms in the U.S. This is an exceptional feat, and we

more »

7 high-paying jobs you can get without a college degree

September 6, 2019

During a time when going to college is often viewed as a necessity, Jude Boudreaux explores alternative options as a feature in this informative article. Read

more »

What to Do if You Face a Possible Job Loss or Downsizing

July 25, 2019

by Michael A. Branham, CFP® Life is full of surprises and transitions. Weddings, the birth of a child, a new job/promotion, or a financial windfall would

more »

How to Find More Time and Money: 4 Ways to Prioritize Yourself

June 27, 2019

By The Planning Center, Financial Planner Schedule a Free Consultation Let me ask you two questions: 1. Do you ever wish you had more time to do

more »
Matt Knoll, CFP® - Sr. Financial Planner

Cash Course: Exploring the early retirement movement

June 11, 2019

Matt Knoll discusses the FIRE movement and how people can plan ahead if they are seeking early retirement to obtain financial independence. Read the whole article

more »

TPC in the News: Catch up on recent media quotes from and interviews with our advisors

May 31, 2019

Now you can easily access recent financial advice and insights you may have missed. Autumn Campbell, CFP®, is interviewed in The Tulsa World on the new

more »

Autumn K. Campbell, CFP®. Financial Planner, of The Planning Center: ’The youngest generation of professionals has a complex and new set of circumstances to navigate’

May 8, 2019

The Tulsa World interviews The Planning Center’s Autumn Campbell, CFP®, on the new generation of financial planners and the challenges for the millennials and other younger

more »

TPC in the News: Catch up on last month’s media quotes from our advisors

April 5, 2019

Now you can easily access recent financial advice and insights you may have missed. The Planning Center recognized by AdvisoryHQ in its 2019 ranking of the

more »
Page1 Page2 Page3 Page4 Page5 Page6 Page7 Page8 Page9 Page10 Page11 Page12

Categories

Categories
  • Advisor’s Corner
  • Market Commentary
  • Resources & Tools
  • TPC In The News
  • Webinars
Search

Make CONFIDENT Decisions

Stay informed with the latest financial insights from our experts.

tpc-logo-white

Phone: (888) 333-6986

Contact Us

Locations

  • Alaska
  • Chicago
  • Fresno
  • Iowa City
  • New Orleans
  • Quad Cities
  • Twin Cities

ALASKA
310 K Street
Suite 405
Anchorage, AK 99501

See Location

FRESNO
7055 N Maple Ave
Suite 108
Fresno, CA 93720

See Location

QUAD CITIES
1615 Fifth Avenue
Moline, Illinois 61265

See Location

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

See Location

CHICAGO
303 West Erie Street
Suite 311
Chicago, IL 60654

See Location

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

See Location

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

See Location

When We Help

  • Birth of a Child
  • Career Change
  • Divorce
  • Loss of a Loved One
  • Marriage
  • Retirement
  • Sudden Money
  • Birth of a Child
  • Career Change
  • Divorce
  • Loss of a Loved One
  • Marriage
  • Retirement
  • Sudden Money

Follow Us

  • Facebook
  • Twitter
  • LinkedIn

Company

  • What We Do
  • Who We Are
  • Blog
  • Client Login
  • Careers
  • What We Do
  • Who We Are
  • Blog
  • Client Login
  • Careers

The Planning Center © 2025

Regulatory Disclosures