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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.


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.


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.


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.

<p>Spotting Credit Trouble</p>

Spotting Credit Trouble

The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Learn More
<p>Silver Sneakers 101</p>

Silver Sneakers 101

Medicare’s popular program, offering free gym membership and health education.
Learn More
<p>The Other Sure Thing</p>

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Learn More

Meet Our Team

Jon Kroening

Jon Kroening


Brianna Peterson

Brianna Peterson

Executive Assistant

Christine  Clements

Christine Clements

Business Administrator

Questions? Comments?

Thank you!