GAINPLAN

Tailored To You

Turn your goals into a financial strategy

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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

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  • May 10, 2018

    What We're Reading This Week

    This week we explore the pros and cons of index funds, and more on Wells Fargo’s fraudulent practices. Also, a brief look at the man who put his Tesla in autopilot and then sat in the passenger seat. What happened next?

    Author: Thad Schlaud

    Topics: News, The Market, Industry Ideas

  • May 08, 2018

    Meet the Team: Jeff Ivory

    Learn more about our founder and CEO and what makes him tick. Hint: He is striving to change the financial industry for the better.

    Author: Patrick Nalepa

    Topics: Gainplan Facts

  • May 03, 2018

    Did You Know? Part IV

    In this fourth installment of our “Did You Know Blog?” series, you will get to know a little bit more about each team member. Pay close attention, there may be a quiz at the end!

    Author: Patrick Nalepa

    Topics: Gainplan Facts

  • May 03, 2018

    What We're Reading This Week

    This week we explore Thad's thoughts and insights on today’s market after such a calm and stable 2017.

    Author: Thad Schlaud

    Topics: News, The Market, Industry Ideas

  • May 01, 2018

    What is the best age to start saving money?

    A look at when to teach your kids to start saving money, including saving for retirement early to garner big gains.

    Author: Nicole Standen

    Topics: Careers, Family, Industry Ideas