
( 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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HOT TOPIC: What Does a Strong Dollar Mean for the U.S. Economy?
This article looks at why the dollar is surging and how the strong dollar may affect U.S. consumers, businesses, and the broader economy.
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HOT TOPIC: Bank Failures Shine Light on Interest Rate Risks
Read about the reasons some banks are coming under pressure, including the rapid rise of interest rates, financial market effects, and the role of the FDIC.
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Trusts — Not Just for Estate Taxes
In the past, trusts were often used to avoid estate taxes, but that purpose has become less important for most people with current high exemption amounts. However, a properly constructed trust can serve many other purposes for families of more modest means.
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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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.