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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.

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Insights from the Gainplanners

  • February 12, 2019

    What We're Reading This Week

    This week we’re reading about clients being overcharged in mutual funds and the SEC’s push to settle these claims. Also, the surprising stuff happening in Venezuela at one of the largest oil refineries.

    Author: Thad Schlaud

    Topics: News, The Market, Industry Ideas

  • January 28, 2019

    Should You Contribute to a Roth IRA?

    Considering an IRA but not sure which is the right choice? Read on to learn some of the differences, as well as things to consider when deciding between a Roth or Traditional IRA.

    Author: Thad Schlaud

    Topics: Industry Ideas

  • January 28, 2019

    2018 IRA Contribution Reminder

    There is still time to contribute to your IRA for 2018. Read on for a review of IRA deductibility, and contribution eligibility.

    Author: Chad Wotton

    Topics: Industry Ideas

  • January 10, 2019

    Goodbye 2018, Hello 2019

    Read on for a look back at last year’s market, and a glimpse into 2019. Is the market headed for collapse?

    Author: David Martin

    Topics: News, The Market, Industry Ideas

  • December 24, 2018

    What We're Reading This Week

    This week we’re reading about index funds and their role in the market. Surprisingly, we’re not reading much about bitcoin, which is a good thing.

    Author: Thad Schlaud

    Topics: News, The Market, Industry Ideas