Eric Kies, Author at The Planning Center - Page 2 of 2

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What We DO
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When We Help

Support Through Every Stage of Life

Life is a journey with its unique path for each individual and family. Needs change at each twist and turn, and we’re here to meet you wherever you are on your path. We offer flexible, personalized support during every life stage, recognizing the diverse challenges and milestones you may encounter. Our commitment is to provide relevant and timely help, ensuring that you have the support you need precisely when you need it most.

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Who We Are

Meet Our Team

We’re lucky to have a wide range of professionals on our team, including financial planners, tax professionals, and client relationship specialists. You can see our whole team here.

Our Team

Our Executive Team

Brett J Lee, JD, MBA, CSCP

Amy Tessmer, CPA

Matt Mercer

Eric Kies, CFP®
Resources

Our Latest Insights

Jude Boudreaux Featured in Forbes Interview

Jude Boudreaux Featured in Featured in NBC News Article

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Wealth Planning 101: How to Manage Inheritance and Sudden Money with Confidence

Navigating Turbulent Markets

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We are proud to have seven office locations throughout the US that are happily serving clients locally and nationwide. Find the right location for you and view all locations here.

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3 Ways to Fix Your Investment Portfolio Before January

Eric Kies, CFP® explains essential things to do before year-end for retirement accounts. While it

For Empty Nesters, Spending May Trump Extra Saving – WSJ

When the kids leave home, some parents splurge on travel and other spending – See

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Phone: (888) 333-6986

Locations

ALASKA
310 K Street
Suite 405
Anchorage, AK 99501

FRESNO
7055 N Maple Ave
Suite 108
Fresno, CA 93720

QUAD CITIES
1615 Fifth Avenue
Moline, Illinois 61265

IOWA CITY
136 S Dubuque St,
Iowa City, IA 52240

CHICAGO
303 West Erie Street
Suite 311
Chicago, IL 60654

NEW ORLEANS
1521 Washington Ave.
Suite B
New Orleans, LA 70115

TWIN CITIES
800 N Washington Ave.
Suite 701
Minneapolis, MN 55401

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