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

Mike Branham Interviewed for The Aligned Money Show

All Insights

Our Webinars

Finding Guidance After Losing a Loved One

All Webinars

Our Podcast

Redefining Success: Presence, Family, and the Power of Resilience

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.

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New Orleans

Quad Cities

Iowa City

Twin Cities

Chicago

Alaska

Fresno

All Locations
Contact Us

Your Insights

Moline Office

Andrew Sivertsen interviewed on New Planner Podcast

January 21, 2026

Andrew Sivertsen, CFP®, EA, CeFT®, Senior Financial Planner at The Planning Center, was recently featured on the New Planner Recruiting podcast. In the episode, he shares his non-traditional journey into financial planning, lessons learned from starting at the ground level, and advice for career changers pursuing the CFP® designation. His story highlights the role of curiosity, persistence, and opportunity in building a meaningful career in wealth management.

Income Property: A Good Plan for Retirement?

October 31, 2025

Owning income-producing property can seem like a smart way to generate retirement income—but it’s not for everyone. In this article, Andrew Sievertson, CFP®, EA, CeFT®, explores when real estate makes sense as part of your retirement strategy, the pros and cons of being a landlord, and alternatives like 1031 exchanges, DSTs, or UPREITs for those seeking a more hands-off approach.

Don’t Forget about Your Taxable Account

October 27, 2025

Tax-advantaged accounts like IRAs and Roths are powerful, but taxable investment accounts also have unique benefits. They can help fund short-term goals, provide flexibility for early retirement, and offer estate planning advantages. Learn when and why a taxable account may be a smart addition to your financial strategy.

Be Cyber-Smart: Staying Safe Online

October 20, 2025

Cyber threats are evolving fast, and hackers are using AI and new tactics to target personal and financial data. From avoiding suspicious links to embracing two-factor authentication, monitoring accounts, and practicing safe social media use, these cybersecurity habits can help you protect your identity and stay safe online.

Marriage: Financial Planning Aspects to Consider

September 9, 2025

Money conversations may not be anyone’s love language, but they’re vital for building trust and stability in marriage. From communication and money personalities to joint vs. separate property, here’s what couples should know when planning their financial future.

Tax Efficiency and Investment Gains

September 5, 2025

Balancing portfolio growth with tax efficiency doesn’t have to mean sacrificing returns. From long-term capital gains to tax-deferred accounts and municipal bonds, smart strategies can help you grow wealth while keeping more of what you earn.

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

July 22, 2025

Matt Knoll, CFP®, named to AdvisorHub’s 2025 Advisors to Watch list, recognized among top advisors for experience and leadership in financial planning.

Financial Strategies for Growing Families

June 13, 2025

There are some general principles of financial management and strategy that can help young, growing families weather the inevitable storms that life brews up, from time to time. In this article, we’ll discuss some basics that can help your keep your young family’s finances on track—and help you get them back on track after a “temporary detour.”

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

May 20, 2025

Even as far back as the pre-COVID-19 days, more than half of retired persons said they left the workforce earlier than planned, due either to unanticipated job loss or medical reasons.

Divorce and Social Security: Making the Right Calls

May 19, 2025

No matter at which stage of life it occurs, divorce is one of the most difficult circumstances to negotiate. But especially for those who are nearing or in retirement, divorce can present some particularly difficult challenges, both emotional and financial.

Is a Continuing Care Retirement Community Right for You?

March 20, 2025

Many seniors have a strong desire to remain in familiar surroundings, making aging in place a popular option in many cases, as we’ve discussed previously.

The Certified Financial Planner®(CFP®) Designation: Why It Matters

March 10, 2025

When we seek advice or service for a matter that is very important to us, what’s the number-one thing we need from the person providing the advice or service? Some might say “knowledge” or “expertise,” but in most circumstances, what we most want is trust.

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
1650 West End Boulevard

St. Louis Park, MN 55416

When We Help

Company

Regulatory Disclosures