Tailored To You

Turn your goals into a financial strategy

Start Planning

Step By Step Guidance

Our Process

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.

Test Your Portfolio

We're different. Here's how:

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

  • April 12, 2018

    What We're Reading This Week

    This week we are reading about gun violence and the effect it has on the market, specifically when talking about the investment management firm, BlackRock.

    Author: Thad Schlaud

    Topics: News, Industry Ideas

  • April 10, 2018

    Quarterly Market Review

    A look at the first quarter of the year and how the second quarter will start. Hint: The market is turning.

    Author: David Martin

    Topics: News, The Market, Industry Ideas

  • April 04, 2018

    Did You Know? Part III

    At Gainplan we try to be transparent with our clients and provide you with informative facts about us. Did you know?

    Author: Chad Wotton

    Topics: Gainplan Facts

  • April 03, 2018

    What We're Reading This Week

    This week we’re reading about a crypto event with an “infused” menu that left attendees spinning, and more on the fiduciary rule and what it all means for advisors.

    Author: Thad Schlaud

    Topics: News, The Market, Industry Ideas

  • March 16, 2018

    The Black Swan in MLP's

    Have you ever hear of the term “Black Swan”? Most serious investors are at least familiar with the phrase made famous by Nassim Nicholas Taleb in his book "The Black Swan: The Impact of the Highly Improbable". For fun, here is some history.

    Author: Jeff Ivory

    Topics: The Market, Industry Ideas