WHO WE ARE
Our Partners
Trusted Partnerships Built on Expertise and Integrity
We know some great folks we value and trust and partner with as the need arises. We love their expertise, the way they think about financial matters, and the way they live in the world.
Reisenberg & Associates – Accounting & Tax Preparation Services
Savvy Social Security – Social Security Benefits Consulting
Amlung Law Office, LLC – Estate Planning Legal Services
Financial Independence Group – Insurance & Annuity Consulting
Safeguarding Your Interests with Independent Fiduciary Oversight
As an independent Financial Fiduciary, it is our duty to help protect our client’s best interests by clearly separating financial planning, investment management, custody, and oversight duties. To that end, these independent entities are responsible for fulfilling various obligations to our clients.
VanWeelden Wealth Management, LLC – Investment Planning & Portfolio Management/Oversight
Envestnet – Portfolio Administration
TD Ameritrade – Securities Clearing & Custody
Charles Schwab – Securities Clearing & Custody
Third Party Money Managers – Account Management
Hear Directly from Our Clients
Read stories from clients who have achieved financial peace and security with our help.
