
( From Left to right)
Greg Merkle, Laura Flick, Rob Vogel, Mark Stevens, Jeff VanRemmen, Kelly Willson, Kris Buchband
Your Journey Begins Here.
We appreciate that you are visiting our website. We hope you are provided the information necessary to help you with your questions and concerns.
Our firm is a Branch Office of our Broker Dealer Financial Securities Corporation, or FSC.
While FSC acts in a compliance and regulatory capacity, we are all independent representatives.
This independence, to us, is an important element to our practices, as this structure allows us an non-biased discovery and investment selection process.
This objectivity is important, in that we strive to create a personalized plan that fits your specific financial, investment or insurance needs, without pressure from a corporate entity.
Additionally, we as a group of six advisors represent over 125 years of independent experience, which allows our firm to function as a good “think tank.” When we couple combined knowledge of our advisors with a dedicated and experienced office staff, we feel a long standing generational-client relationship develops.
Our Goal
“We always strive to answer the phone, answer the question, and deliver promised services in a timely manner.” - See Commitment To Service- tab
So, as you tour our site, keep in mind that there are a multitude of products and services to choose from; our goal is to help you implement the best possible solution, for you, your family and your business.
Newsletters
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Catalytic Converter Thefts Are on the Rise: Here’s Why
Find out why catalytic converters are targeted by thieves and how comprehensive auto insurance can help provide some financial protection.
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How Well Do You Understand Retirement Plan Rules?
From IRAs to 401(k)s, qualified retirement plans can be complex. This short quiz tests readers’ knowledge of a few of the finer points.
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Bankruptcy Changes Throw a Lifeline to Sinking Small Businesses
Many requirements that made it difficult and expensive for small businesses to reorganize using Chapter 11 have been loosened. Learn more.
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HOT TOPIC: Help Wanted: Why Can’t Businesses Find Enough Workers?
This article discusses the U.S. workforce and what the shifting labor market could mean for workers, employers, inflation, and economic growth.
Calculators
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Credit Card Debt
How Long Will It Take to Pay my Balance?
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?