What We Do

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Who We Are

Resources

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What We Do

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.

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 Executive Team

Brett J Lee, JD, MBA, CSCP

Amy Tessmer, CPA

Matt Mercer

Eric Kies, CFP®

Resources

Our Latest Insights

Being Grateful Isn’t Just Good for Your Outlook: It’s a Good Retirement Strategy

Jude Boudreaux Featured in ThinkAdvisor Article

Our Webinars

Marriage: Financial Planning Aspects to Consider

4 Strategies for a Smarter College Search

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.

Your Insights

2015, Andrew Sivertsen, Ashlee Veneman, career tracks, cash flow, Eric Kies, Gen X, MarketWatch.com, WSJ, young planners

TPC In The News – 2015 Highlights

January 2, 2016

Here is an archive of our top media hits in 2015. November 2015: Networth and Income Based Retainers xyplanningnetwork.com – A podcast featuring Andrew Sivertsen, CFP® sharing

For Empty Nesters, Spending May Trump Extra Saving – WSJ

October 10, 2015

When the kids leave home, some parents splurge on travel and other spending – See quotes from Eric Kies, CFP®. When children leave the nest, many

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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

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Your Insights

TPC In The News – 2015 Highlights

For Empty Nesters, Spending May Trump Extra Saving – WSJ

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Phone: (888) 333-6986

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