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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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  • January 17, 2020

    Major Legislation - SECURE ACT

    Wondering about the new SECURE Act and what it may mean for you and your investments? Read on to get caught up.

    Author: Thad Schlaud

    Topics: News, Industry Ideas

  • December 20, 2019

    Q4 2019 Market Review

    Read on for a look into what 2019 brought to the equity market and where the market is headed as we go further into 2020. Also, where are we in the current economic cycle and what does that means for investment risk?

    Author: David Martin

    Topics: News, The Market, Industry Ideas

  • December 06, 2019

    What We’re Reading This Week

    This week we’re looking at how much of our data is being used by companies, and the interesting way shoppers are being ranked. Also, one skincare company recently got busted for writing fake reviews, but did the punishment fit the crime?

    Author: Thad Schlaud

    Topics: News

  • October 10, 2019

    What We’re Reading This Week

    This week we’re reading articles about Americans being unable to retire, the questionable safety of Tesla’s Autopilot, and even the #Metoo movement.

    Author: Thad Schlaud

    Topics: News, The Market, Industry Ideas

  • October 03, 2019

    What We're Reading This Week

    As more firms roll out $0 brokerage fees, it becomes unclear whether individual investors are hurting or gaining from it. And, if we’re not paying for services, are we still the customer?

    Author: Thad Schlaud

    Topics: News, The Market, Industry Ideas