We are an independent, Fee-Only Financial Planning and Wealth Management firm serving the upper Midwest from Fort Wayne, Indiana and Milwaukee, Wisconsin.
It is our goal to enable you to focus on what is important in your life. This is possible through a financial planning process that provides you with confidence that you have a plan in place to achieve your financial goals.
Intelligent financial decisions
Your investment philosophy and strategy should follow a conservative and fact-based approach to seeking long term results in line with your personal needs.
We take this journey together. We work closely with you to implement your plan; providing you with access to all the proper resources along the way. Understanding the fundamentals of your financial plan and investment strategy enables peace of mind.
At our firm we enjoy each other and what we do. We expect each team member to live well-rounded lives just as we seek to enable the same for you.