Serving the Eau Claire Area Our team seeks to build and preserve your wealth. Through client-specific financial analysis and investment research, our services are designed to help guide you towards your long-term financial goals. We are dedicated to delivering advice in a manner that is both confidential and consistent with your needs.Our clients include individuals from all walks of life including business owners, executives, retirees, and anyone looking for value, depth and range of experience, and an advisor with independent status. We have the freedom to choose from widely available, non-proprietary financial instruments and can tailor a solution to your particular needs. Contact us to request an appointment! Name Email Phone Question Thank you! Oops! Our Process Here's what you can expect from us throughout your financial journey: EducateWe strive to educate our clients before we begin our work together. The more you understand, the easier it will be to make decisions.Explain what you currently haveShare the importance of retirement, education, tax, & estate planning Establish Goals & Gather DataWe’ll sit down for an easy conversation to help discover your goals and your objectives. This is also the time to take inventory of your financial affairs.Develop a net worth statementMap out debt management strategyMap out cash reserve development & maintenance strategy AnalyzeUsing multiple tools we will analyze your personal situation until we find the strategies and tactics that will get you safely to your destination.Risk assessment & evaluation"What-if?" Scenario Planning Recommend & ImplementSpecific investment, income, and risk management vehicles will be described in a simple fashion so you can understand and feel comfortable before we proceed.Account consolidationCustomized portfolio managementTax-efficient investments Review & AdjustThe planning process needs continued attention. Your goals, objectives, and portfolio will be reviewed regularly so that necessary adjustments can be made.Work with your CPA on tax reduction strategies, Roth conversions, probate avoidance strategies, etc.Work with your attorney on estate plans, nursing home avoidance, funeral trusts, etc. Contact us to request an appointment! Name Email Phone Question Thank you! Oops! *Investing involves risk including the potential loss of principal. No investment strategy including asset allocation can guarantee a profit or protect against loss.