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

Jude Boudreaux Featured in New Orleans Magazine Article

Your Tax Bracket and Your Retirement Strategy

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

Your Insights

Chicago Office, Michelle Maton, retirement planning

Staying Put: Planning Tips for Aging in Place

November 1, 2024

The fact that many of us will enjoy longer lifespans brings up some questions that our ancestors didn’t need to consider: How do I want to spend my retirement years? How much will it cost to live the way I want to live? Do I want to continue to work part-time after retirement—or even start a new career? All of these considerations are important, but there is one more that perhaps trumps them all: Will I stay in my home, or move into a retirement community?

Social Security and Retirement Planning: Making the Right Calls

August 14, 2024

After all your years of working, saving, and paying taxes, you’re finally approaching retirement, and it’s time to ensure your benefits and income sources are in place. For many retirees, Social Security benefits make up a sizeable portion of the funds you’ll need to maintain your retirement lifestyle.

The Planning Center Quoted in InvestmentNews

July 1, 2024

In a recent article published by InvestmentNews about phased retirement, The Planning Center highlights that phased retirement can help individuals transition smoothly into this new life

What’s the Best Retirement Account for You?

May 15, 2024

In this brief article, we’ll take a quick survey of the major types of retirement savings vehicles to provide basic familiarity, then we’ll point out the advantages of certain types for various circumstances.

State of Alaska Retiree Benefits

April 17, 2024

As you retire from state service, or even if you are in the private sector but have prior State of Alaska employment, it’s important to take stock of the available benefits.

What Women Need to Know about Divorce and Finances

April 16, 2024

Facing up to the reality of a failed marriage is one of the most difficult life passages anyone can be called to make. No matter who initiates the dissolution of a marriage, it is tough for everyone involved: emotionally, legally, socially, and financially.

Women, Divorce, and Social Security: Knowing Your Options

April 11, 2024

While it is true that the overall rate of divorce in the US is falling, there is one segment of the population that is running counter to the trend: divorces in marriages that have lasted 30 years or more.

Information for State of Alaska Defined Benefit Plan Participants

April 1, 2024

There has been much debate in recent years about the State of Alaska’s ability to attract and retain talent for state government jobs. One of the biggest issues to address is how employees receive benefits in their retirement years.

A Simple Guide to Understanding TIAA’s Unique Structure

February 5, 2024

In this post, I aim to demystify TIAA’s structure by breaking it down into 7 distinct layers. We will start with the broadest layer (TIAA itself) and work our way down to the most specific (the individual investments available to you in your TIAA contracts).

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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