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Planning Today for a Better Tomorrow

We walk with you through a step-by-step process to create your own version of a successful and fulfilling financial plan.

Assess

We address each of your questions, including the ones you may not know to ask. While we can help anyone, we do our best work with those individuals that are within 5-10 years of retirement, either prior to or already in retirement.

Plan

We guide you through retirement income planning, strategizing when and how to receive your social security benefits, maximizing your pension benefits, and seeing how charitable giving may fit into your plan.

Manage

We provide insight to help you avoid emotionally driven decisions and follow through on financial commitments by working with you to prioritize your goals, showing you the steps you need to take and regularly reviewing your progress towards achieving them.

<span>Thank you for your service</span>

Thank you for your service

We have a passion for serving veterans and non-profit organizations.  As our way of saying 'Thank You' for your service to our communities and country, we provide a discount on all our services.

Ready to get started? We are ready to help.

Contact Us

Learning Center

We believe that an educated client is an empowered one. Browse our client learning center and take control of your financial future.

The Cost of Procrastination

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
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What Is My Risk Tolerance?

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.
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Should I Invest in Gold?

Should I Invest in Gold?

Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Learn More

Meet Our Team

Jon Kroening

Jon Kroening

CERTIFIED FINANCIAL PLANNER™

Brianna Peterson

Brianna Peterson

Executive Assistant

Christine  Clements

Christine Clements

Business Administrator

Questions? Comments?

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