
( 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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Key Retirement and Tax Numbers for 2022
Explore some key retirement plan contribution limits and various tax deduction, exclusion, exemption, and threshold amounts for 2022.
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Planning to Quit Your Job? What to Know Before You Go
Millions of U.S. workers voluntarily left their jobs in 2021. Here are some things to keep in mind if you’re considering quitting.
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When Two Goals Collide: Balancing College and Retirement Preparations
This article discusses college financial aid and some ideas that might help fund college while maintaining a solid retirement savings strategy.
Calculators
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Credit Card Debt
How Long Will It Take to Pay my Balance?
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.