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Our Mission

Since the day we opened our doors in the Quad Cities in 2002, we have had the client—and only the client—in mind.  Our clients are like family.  We take our work personally.  It is where our passion for service and quality stems from. Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.

We understand the ongoing challenges and concerns facing investors today:

  • "When can I retire...confidently?"
  • "What is the best strategy to optimize social security?"
  • "Should I take my pension or choose the Lump Sum Option?...Do I rollover my 401k to an IRA or leave it? 
  • "Is my investment portfolio in line with my risk tolerance and financial goals?"
  • "I am thinking of moving, how will they tax my retirement income in that state?"
  • "What Medicare Supplement Policies makes the most sense for me?"
  • "How do I best structure my income to reduce my taxes?" 
  • "What is the best way to save for my children or grandchildren's education?"
  • "Will my spouse be ok if something happens to me?"
  • "Is my estate plan in order?....What is the best way to pass these assets to my kids and grandkids?...Do the beneficiaries of my retirement plans sync with my estate plan?"
  • and much more.....

Client Centered

Our commitment is to utilize all of our resources to help you successfully pursue your goals.  We believe retirement should be and exciting time for our clients but understand it often comes with a degree of uncertainty.  One of our goals is to help reduce those anxieties so that you can potentially attain the retirement you always envisioned. 

We believe in thinking “outside the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.

Learn more about our services