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

Learn More

Investment Management

Learn More
Tax Management and Planning Services

Tax Management and Planning

Learn More
Estate and Trust Planning Services

Estate and Trust Planning

Learn More

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

Engage

Engage

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

Plan

Plan

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

Grow

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.

Helpful Resources

How to Invest Better – and Live Better

  By David Booth Executive Chairman and Founder Dimensional Fund Advisors It can be challenging [...]

How to Find an Advisor You Can Trust

By Larry Swedroe Chief Research Officer Buckingham Strategic Partners Several years ago, I met with [...]

What Drives Investment Returns? Start with Ingenuity.

A recent news item reported that Frederick Smith intended to step down as Chairman and [...]

The time to establish an estate plan is now

For investors who haven’t established an estate plan, there is no time like the present. [...]

Value’s Rebound Rewarded Investors Who Stayed in Their Seats

Value’s recent turnaround has rewarded investors who remained disciplined following its prolonged slump. In addition [...]

Tax-loss harvesting provides important tool for managing taxes

When pundits talk about market performance in 2022, a common word they will throw around [...]

When the market dips, let ‘er rip

It’s been a painful run. Anyone watching the market lately – or peeking at statements [...]

Act now to lower taxes in retirement Part 2

  In the last blog entry (I know, I know; it’s been a bit), we [...]

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