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Protect your investments.

Discover if you have hidden risk factors in your portfolio. We'll help you find the smart balance between risk and reward.

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Passionate about goals

You have big plans for your life. We'll get to know the person behind those plans so that we can help you create a personalized financial strategy that's tailored to you and your ambitions.

No-nonsense approach

You deserve thoughtful, direct advice without the clutter of financial industry interests. We deliver transparent, independent and active guidance that just makes sense.

Partners for life

We're in it for the long haul. And, whether you're just getting started or enjoying a well-earned rest or somewhere in-between, we want to help you make the best financial decisions for every stage.

Meet The Team

Insights from the Gainplanners

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  • October 11, 2018

    Quarterly Market Review

    A look at this year’s third quarter with the longest bull run in its history, and what it means headed into Q4.

    Author: David Martin

    Topics: News, The Market, Industry Ideas

  • September 17, 2018

    What We're Reading This Week

    This week we’re exploring some interesting activities Elon Musk is partaking in, and Apple’s $1 trillion valuation leaves critics skeptical of the company’s tactics.

    Author: Thad Schlaud

    Topics: News, The Market, Industry Ideas

  • September 17, 2018

    Medical Insurance and Healthcare Sharing

    In this post I will look at how traditional health insurance stacks up against healthcare sharing programs, and share my own experience using a healthcare sharing plan.

    Author: Thad Schlaud

    Topics: Industry Ideas

  • August 14, 2018

    What We're Reading This Week

    This week were reading about Bitcoin ETF, will it ever come to fruition? Also, Facebook takes a big loss.

    Author: Thad Schlaud

    Topics: News, The Market, Industry Ideas

  • August 14, 2018

    Fiduciary Standard

    The Department of Labor’s fiduciary rule was struck down earlier this year and the industry faces potential fiduciary standards from the Security and Exchange Commission. In the midst of this turmoil, financial firms continue to abuse their clients. Roughly one week after the U.S. Fifth Circuit Court of Appeals affirmed the March 15th decision to vacate the DOL rule, Morgan Stanley agreed to pay $3.6 million in fines related to brokers’ misappropriation of client funds.

    Author: Thad Schlaud

    Topics: News, Gainplan Facts, Industry Ideas