Want to preserve and grow your wealth?

Have ideas and aspirations of how you’d like to use your money – today and in the future? Unsure of the best way to manage your personal finances and investments to reach those goals?

As financial advisors and wealth management professionals based in McFarland, Wisconsin, we’ll help you:

  • Plan for retirement so you can retire on your terms
  • Minimize taxes owed now and in the future
  • Save for major expenses such as college
  • See the impact of any charitable giving
  • Plan your estate and what happens to anything you may leave behind
  • Make adjustments if priorities change

Our comprehensive service approach includes

Retirement Planning Services

Retirement Planning

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Investment Management

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Tax Management and Planning Services

Tax Management and Planning

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Estate and Trust Planning Services

Estate and Trust Planning

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To us … you’re more than a portfolio to manage

Too many financial advisors focus on the business of selling investment products. Our goal is to build a long-term relationship and keep your plan relevant over time. That’s why we:

  • Provide fee-only investment services and never receive compensation for recommending specific investments or products.
  • Take a comprehensive and tailored approach that balances your goals with the life you want to live today.
  • Focus on capturing the market’s long-term returns with a straightforward, low-cost, evidence-based investment strategy.
  • Meet with you on a regular basis to review your plan’s progress, discuss changes in your goals and make any needed adjustments.

Ready to get financial recommendations based on what’s best for you?

Request a Discovery Meeting

Your path toward financial success



During an initial Discovery Meeting, we’ll get to know you, your finances, your lifestyle and your aspirations for the future.



After conducting a Savings and Retirement Analysis, we’ll discuss our recommendations at an Investment Review Meeting.


If a relationship makes sense, we’ll have a Mutual Commitment Meeting. And begin to take steps to achieve your financial goals.

Ready to take the first step?

Request a Discovery Meeting

Our partners and alliances

Company logos are property of the respective owners, and the use of these names does not imply endorsement by the owner.

Achieving your financial and retirement goals doesn’t get easier with time

As we get older and our wealth grows, managing finances gets more and more complex. And you’ve got more important things to do than dedicate time to monitoring investments and managing your 401(k).

Grow your wealth • Minimize taxes owed • Retire on your terms

Request a Discovery Meeting