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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 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

  • September 05, 2019

    What We're Reading This Week

    This week we’re reading about negative rates, as well as negative yields. Could negative rates be a part of the U.S. economy’s future? Only time will tell.

    Author: Thad Schlaud

    Topics: News, The Market, Industry Ideas

  • August 21, 2019

    What We're Reading This Week

    This week we look at how many big corporations are working to keeping their ads away from controversial content. If this dangerous practice continues, could it affect the type of news being published?

    Author: Thad Schlaud

    Topics: News, The Market, Industry Ideas

  • August 08, 2019

    What We're Reading this Week

    This week we’re reading about overinflated bond ratings and why this could spell disaster for today’s individual investors.

    Author: Thad Schlaud

    Topics: News, The Market

  • July 19, 2019

    What We're Reading this Week

    This week we’re reading an interesting article that points out our weakening hand grips, and a city in New York that has two, or maybe just one mayor, depending on who you ask.

    Author: Thad Schlaud

    Topics: News, The Market