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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  • June 15, 2018

    What We're Reading This Week

    This week we’re reading about measuring loss in unusual ways, the concept of frequency illusion and what’s new with Twitter.

    Author: Thad Schlaud

    Topics: News, Industry Ideas

  • June 14, 2018

    What We're Reading This Week

    This week we look at incriminating comments from bankers, and a new wave of advisor robots. Will financial advisors one day be replaced by robots?

    Author: Thad Schlaud

    Topics: News, The Market, Industry Ideas

  • June 01, 2018

    What We're Reading This Week

    This week we explore a growing type of crime, cybercrime. Plus, a look at a subscription-based movie theater plan that sounds too good to be true.

    Author: Thad Schlaud

    Topics: The Market, Industry Ideas

  • May 31, 2018

    Did You Know? Part V

    We are back again with the fifth installment of the “Did You Know?” blog series, sharing unique facts about Gainplan. Hopefully some of these will come as a surprise to you as you are reading along!

    Author: Chad Wotton

    Topics: Gainplan Facts

  • 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