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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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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.

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Insights from the Gainplanners

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  • 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

  • July 31, 2018

    What We're Reading This Week

    This week we’re reading about passive investments and a slowdown in asset flow. Also, Unilever is considering moving its headquarters to another country. Is the move good for shareholders?

    Author: Thad Schlaud

    Topics: News, The Market, Industry Ideas

  • July 24, 2018

    What We're Reading This Week

    This week we look at the bond market and ETFs. Also, did you know that quant funds had the worst return in years? We look at why.

    Author: Thad Schlaud

    Topics: The Market, Industry Ideas

  • July 18, 2018

    529 Accounts Can Pay for Private School Expenses

    In 2017, the House and Senate approved changes to our tax code that will allow 529 funds, previously reserved for college expenses, to be used for private elementary and secondary school tuition.

    Author: Thad Schlaud

    Topics: Education, Major Life Purchases, Industry Ideas