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

  • Andrew Sivertsen, Asset Protection, covid-19, Goals, retirees, risk, stocks

4 Ways to Prepare Yourself for a Market Downturn

February 20, 2020

    by Andrew Sivertsen, CFP® It has been roughly eleven years since stock markets bottomed out in March of 2009. As the economic expansion continues,

more »

5 Ways to Benefit from the SECURE Act

February 6, 2020

by Andrew Sivertsen, CFP® In December of 2019, President Trump signed into law the SECURE Act, which stands for “Setting Every Community Up For Retirement Enhancement.”

more »

5 Proposals to Fix Social Security

September 20, 2019

by Andrew Sivertsen, CFP® I hear a number of questions and concerns around the Social Security Program from my clients. Some wonder whether the program will

more »

Lending Money to Adult Children? 4 Points to Consider

April 16, 2012

I had a conversation recently with a retiree who was approached by their child for a loan to start a business.  Lending money to children can

more »

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