What We Do
What do we do for our clients?
What to Expect

Our Services
What We DO
Asset & Debt Management

Investment Management

Tax Planning

Insurance & Benefits Review

Family and Charitable Giving

Estate Planning

Accumulation & Retirement Planning

Cash Flow & Income Management

RSUs
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.

Birth of a Child

Career Change

Divorce

Loss of a Loved One

Marriage

Retirement

Sudden Money

All Life Stages
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

What Investors Can Learn From the S&P’s Performance After Presidential Elections Since 1928

Financial Literacy: A Tool for All Ages

All Insights

Our Webinars

Marriage: Financial Planning Aspects to Consider

4 Strategies for a Smarter College Search

All Webinars
Locations

Our Locations

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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New Orleans

Quad Cities

Iowa City

Twin Cities

Chicago

Alaska

Fresno

All Locations
Contact Us

Bundles of Joy: A Financial Guide to Welcoming and Nurturing Your New Addition

Run Time: 47:38

Are you expecting the pitter-patter of tiny feet? Congratulations! The arrival of a new family member is undoubtedly a momentous occasion filled with joy and anticipation. However, it also brings with it a host of financial considerations that can often be overwhelming.

In this webinar, “Bundles of Joy: A Financial Guide to Welcoming and Nurturing Your New Addition.” We share valuable insights and practical tips to help you navigate the financial landscape of this incredible journey.

Topics We Cover Include:

Prenatal Financial Planning: Budgeting for medical expenses, maternity leave, and building an emergency fund.
Investing in Your Child’s Future: Strategic investment options for securing your child’s financial well-being.
Smart Purchases for New Parents: Tips on cost-effective baby essentials and making informed spending decisions.
Insurance and Estate Planning: Ensuring financial security through life insurance and basic estate planning.
Budgeting for the Postpartum Period: Managing expenses post-birth, including daycare costs and healthcare expenses.

Watch Our On Demand Webinar

Webinar Speakers:

Watch Our On Demand Webinar

Make CONFIDENT Decisions

Stay informed with the latest financial insights from our experts.

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

When We Help

Company

Regulatory Disclosures

Bundles of Joy: A Financial Guide to Welcoming and Nurturing Your New Addition

Topics We Cover Include:

Watch Our On Demand Webinar

Webinar Speakers:

Watch Our On Demand Webinar

Make CONFIDENT Decisions

Phone: (888) 333-6986

Locations

When We Help

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