We'll help you reach your financial goals so you can take care of the rest.
We offer a wide variety of services all geared to help you with your financial goals.
We can help you build a retirement strategy that is sure to keep you excited for what’s to come.
We'll help make sure that we're considering the tax implications with all your investments.
With over 100 years' collective experience, we'll help secure your legacy for future generations.
We have extensive experience managing high-net-worth portfolios.
There are principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals.
We specialize in simplifying retirement plans for those in higher education, with a primary focus on TIAA accounts.
Gregory C. Shepard, CFS
Founder & President
Ron Schwantes, CFP®