We have a mission in our communities: to help people be wise with their money, managing it thoughtfully so that they can experience life fully. We seek to instill a positive relationship with money in our clients lives, helping them to see the lasting impact they can make when a relationship between the what and the why behind their financial situation is established.
Our approach starts with a conversation about what matters most to you, building a communicative relationship to determine the best decisions for your life. You’ll get clear, candid, and holistic advice empowering you to take the next step. We hope to establish an ongoing financial relationship to help you achieve understanding and organization of your financial situation.

• Financial Planning with a focus on serving clients 5-10 years from retirement & through retirement
• Life Insurance, Long Term Care, and Investments
• Exit planning for small & medium sized businesses
• Legacy Planning

We are located in Menasha off of Lake Park Rd, next to Lake Park Swim & Fitness